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 | $137,245 | $138,044-0.6% | $125,339+9.5% | $134,475+2.1% |
| Participation rate | 94.7% | 84.5%+10.3pp | 82.4%+12.4pp | 81.2%+13.5pp |
| Annual return | -16.02% | 750.33%-766.3pp | 572.05%-588.1pp | 417.96%-434.0pp |
| Employer contribution / active EE | $13,681 | $5,243+160.9% | $4,814+184.2% | $4,740+188.6% |
| Participant deferral / active EE | $9,851 | $7,799+26.3% | $7,446+32.3% | $6,400+53.9% |
| Admin fee / account holder | $271 | $11,571-97.7% | $10,010-97.3% | $11,426-97.6% |