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 | $122,223 | $138,065-11.5% | $123,544-1.1% | $135,375-9.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.98% | 153.68%-158.7pp | 119.20%-124.2pp | 519.73%-524.7pp |
| Employer contribution / active EE | $3,567 | $5,151-30.8% | $4,628-22.9% | $4,779-25.4% |
| Participant deferral / active EE | $4,857 | $6,799-28.6% | $6,426-24.4% | $5,609-13.4% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |