See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,518 | $138,065-4.0% | $123,544+7.3% | $135,375-2.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.68% | 153.68%-157.4pp | 119.20%-122.9pp | 519.73%-523.4pp |
| Employer contribution / active EE | $12,161 | $5,151+136.1% | $4,628+162.8% | $4,779+154.5% |
| Participant deferral / active EE | $6,723 | $6,799-1.1% | $6,426+4.6% | $5,609+19.9% |
| Admin fee / account holder | $100 | $10,916-99.1% | $9,284-98.9% | $10,827-99.1% |