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 | $136,254 | $138,044-1.3% | $125,339+8.7% | $134,475+1.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.30% | 750.33%-769.6pp | 572.05%-591.3pp | 417.96%-437.3pp |
| Employer contribution / active EE | $22,221 | $5,243+323.8% | $4,814+361.6% | $4,740+368.8% |
| Participant deferral / active EE | $10,250 | $7,799+31.4% | $7,446+37.7% | $6,400+60.2% |
| Admin fee / account holder | $136 | $11,571-98.8% | $10,010-98.6% | $11,426-98.8% |