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 | $44,693 | $180,449-75.2% | $154,107-71.0% | $135,375-67.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.97% | 888.09%-894.1pp | 735.12%-741.1pp | 519.73%-525.7pp |
| Employer contribution / active EE | $12,278 | $6,035+103.4% | $5,298+131.8% | $4,779+156.9% |
| Participant deferral / active EE | $6,153 | $5,806+6.0% | $5,081+21.1% | $5,609+9.7% |
| Admin fee / account holder | $38 | $16,143-99.8% | $13,411-99.7% | $10,827-99.6% |