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 | $135,533 | $138,065-1.8% | $123,544+9.7% | $135,375+0.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.92% | 153.68%-155.6pp | 119.20%-121.1pp | 519.73%-521.7pp |
| Employer contribution / active EE | $5,726 | $5,151+11.2% | $4,628+23.7% | $4,779+19.8% |
| Participant deferral / active EE | $10,758 | $6,799+58.2% | $6,426+67.4% | $5,609+91.8% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |