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 | $60,601 | $138,065-56.1% | $123,544-50.9% | $135,375-55.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.76% | 153.68%-162.4pp | 119.20%-128.0pp | 519.73%-528.5pp |
| Employer contribution / active EE | $11,019 | $5,151+113.9% | $4,628+138.1% | $4,779+130.6% |
| Participant deferral / active EE | $7,043 | $6,799+3.6% | $6,426+9.6% | $5,609+25.6% |
| Admin fee / account holder | $218 | $10,916-98.0% | $9,284-97.7% | $10,827-98.0% |