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 | $117,445 | $138,065-14.9% | $123,544-4.9% | $135,375-13.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.57% | 153.68%-159.3pp | 119.20%-124.8pp | 519.73%-525.3pp |
| Employer contribution / active EE | $12,709 | $5,151+146.7% | $4,628+174.6% | $4,779+166.0% |
| Participant deferral / active EE | $14,051 | $6,799+106.7% | $6,426+118.7% | $5,609+150.5% |
| Admin fee / account holder | $60 | $10,916-99.5% | $9,284-99.4% | $10,827-99.4% |