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 | $69,068 | $138,065-50.0% | $123,544-44.1% | $135,375-49.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.86% | 153.68%-159.5pp | 119.20%-125.1pp | 519.73%-525.6pp |
| Employer contribution / active EE | $11,332 | $5,151+120.0% | $4,628+144.9% | $4,779+137.1% |
| Participant deferral / active EE | $5,981 | $6,799-12.0% | $6,426-6.9% | $5,609+6.6% |
| Admin fee / account holder | $99 | $10,916-99.1% | $9,284-98.9% | $10,827-99.1% |