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 | $79,168 | $138,065-42.7% | $123,544-35.9% | $135,375-41.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.86% | 153.68%-161.5pp | 119.20%-127.1pp | 519.73%-527.6pp |
| Employer contribution / active EE | $5,540 | $5,151+7.5% | $4,628+19.7% | $4,779+15.9% |
| Participant deferral / active EE | $18,655 | $6,799+174.4% | $6,426+190.3% | $5,609+232.6% |
| Admin fee / account holder | $93 | $10,916-99.1% | $9,284-99.0% | $10,827-99.1% |