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 | $76,980 | $138,065-44.2% | $123,544-37.7% | $135,375-43.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.79% | 153.68%-157.5pp | 119.20%-123.0pp | 519.73%-523.5pp |
| Employer contribution / active EE | $12,586 | $5,151+144.3% | $4,628+172.0% | $4,779+163.4% |
| Participant deferral / active EE | $7,300 | $6,799+7.4% | $6,426+13.6% | $5,609+30.2% |
| Admin fee / account holder | $116 | $10,916-98.9% | $9,284-98.8% | $10,827-98.9% |