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 | $133,828 | $138,065-3.1% | $123,544+8.3% | $135,375-1.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.07% | 153.68%-159.8pp | 119.20%-125.3pp | 519.73%-525.8pp |
| Employer contribution / active EE | $2,720 | $5,151-47.2% | $4,628-41.2% | $4,779-43.1% |
| Participant deferral / active EE | $9,861 | $6,799+45.0% | $6,426+53.5% | $5,609+75.8% |
| Admin fee / account holder | $42 | $10,916-99.6% | $9,284-99.6% | $10,827-99.6% |