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 | $192,745 | $138,065+39.6% | $123,544+56.0% | $135,375+42.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.55% | 153.68%-160.2pp | 119.20%-125.7pp | 519.73%-526.3pp |
| Employer contribution / active EE | $27,375 | $5,151+431.4% | $4,628+491.5% | $4,779+472.8% |
| Participant deferral / active EE | $15,375 | $6,799+126.1% | $6,426+139.3% | $5,609+174.1% |
| Admin fee / account holder | $63 | $10,916-99.4% | $9,284-99.3% | $10,827-99.4% |