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 | $223,291 | $138,065+61.7% | $123,544+80.7% | $135,375+64.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.09% | 153.68%-162.8pp | 119.20%-128.3pp | 519.73%-528.8pp |
| Employer contribution / active EE | $1,772 | $5,151-65.6% | $4,628-61.7% | $4,779-62.9% |
| Participant deferral / active EE | $14,695 | $6,799+116.1% | $6,426+128.7% | $5,609+162.0% |
| Admin fee / account holder | $161 | $10,916-98.5% | $9,284-98.3% | $10,827-98.5% |