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 | $79,373 | $138,065-42.5% | $123,544-35.8% | $135,375-41.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.94% | 153.68%-160.6pp | 119.20%-126.1pp | 519.73%-526.7pp |
| Employer contribution / active EE | $9,735 | $5,151+89.0% | $4,628+110.4% | $4,779+103.7% |
| Participant deferral / active EE | $16,875 | $6,799+148.2% | $6,426+162.6% | $5,609+200.9% |
| Admin fee / account holder | $24 | $10,916-99.8% | $9,284-99.7% | $10,827-99.8% |