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 | $229,762 | $138,065+66.4% | $123,544+86.0% | $135,375+69.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.41% | 153.68%-160.1pp | 119.20%-125.6pp | 519.73%-526.1pp |
| Employer contribution / active EE | $9,383 | $5,151+82.1% | $4,628+102.8% | $4,779+96.3% |
| Participant deferral / active EE | $16,090 | $6,799+136.6% | $6,426+150.4% | $5,609+186.9% |
| Admin fee / account holder | $42 | $10,916-99.6% | $9,284-99.6% | $10,827-99.6% |