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 | $71,451 | $138,065-48.2% | $123,544-42.2% | $135,375-47.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 0.74% | 153.68%-152.9pp | 119.20%-118.5pp | 519.73%-519.0pp |
| Employer contribution / active EE | $3,333 | $5,151-35.3% | $4,628-28.0% | $4,779-30.2% |
| Participant deferral / active EE | $6,377 | $6,799-6.2% | $6,426-0.8% | $5,609+13.7% |
| Admin fee / account holder | $83 | $10,916-99.2% | $9,284-99.1% | $10,827-99.2% |