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 | $115,626 | $138,065-16.3% | $123,544-6.4% | $135,375-14.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 0.54% | 153.68%-153.1pp | 119.20%-118.7pp | 519.73%-519.2pp |
| Employer contribution / active EE | $2,857 | $5,151-44.5% | $4,628-38.3% | $4,779-40.2% |
| Participant deferral / active EE | $10,082 | $6,799+48.3% | $6,426+56.9% | $5,609+79.8% |
| Admin fee / account holder | $65 | $10,916-99.4% | $9,284-99.3% | $10,827-99.4% |