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 | $150,782 | $138,065+9.2% | $123,544+22.0% | $135,375+11.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.02% | 153.68%-159.7pp | 119.20%-125.2pp | 519.73%-525.8pp |
| Employer contribution / active EE | $26,199 | $5,151+408.6% | $4,628+466.1% | $4,779+448.2% |
| Participant deferral / active EE | $15,556 | $6,799+128.8% | $6,426+142.1% | $5,609+177.3% |
| Admin fee / account holder | $123 | $10,916-98.9% | $9,284-98.7% | $10,827-98.9% |