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 | $133,347 | $180,449-26.1% | $154,107-13.5% | $135,375-1.5% |
| Participation rate | 94.4% | 87.4%+7.0pp | 83.0%+11.4pp | 82.6%+11.8pp |
| Annual return | -1.16% | 888.09%-889.2pp | 735.12%-736.3pp | 519.73%-520.9pp |
| Employer contribution / active EE | $12,098 | $6,035+100.5% | $5,298+128.4% | $4,779+153.2% |
| Participant deferral / active EE | $4,168 | $5,806-28.2% | $5,081-18.0% | $5,609-25.7% |
| Admin fee / account holder | $240 | $16,143-98.5% | $13,411-98.2% | $10,827-97.8% |