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 | $147,518 | $138,065+6.8% | $123,544+19.4% | $135,375+9.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.25% | 153.68%-155.9pp | 119.20%-121.4pp | 519.73%-522.0pp |
| Employer contribution / active EE | $7,808 | $5,151+51.6% | $4,628+68.7% | $4,779+63.4% |
| Participant deferral / active EE | $5,824 | $6,799-14.3% | $6,426-9.4% | $5,609+3.8% |
| Admin fee / account holder | $152 | $10,916-98.6% | $9,284-98.4% | $10,827-98.6% |