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 | $114,347 | $138,044-17.2% | $125,339-8.8% | $134,475-15.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.80% | 750.33%-767.1pp | 572.05%-588.9pp | 417.96%-434.8pp |
| Employer contribution / active EE | $11,663 | $5,243+122.4% | $4,814+142.3% | $4,740+146.1% |
| Participant deferral / active EE | $18,485 | $7,799+137.0% | $7,446+148.2% | $6,400+188.8% |
| Admin fee / account holder | $101 | $11,571-99.1% | $10,010-99.0% | $11,426-99.1% |