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 | $138,664 | $190,805-27.3% | $159,960-13.3% | $134,475+3.1% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.60% | 552.23%-570.8pp | 408.60%-427.2pp | 417.96%-436.6pp |
| Employer contribution / active EE | $2,142 | $4,995-57.1% | $4,226-49.3% | $4,740-54.8% |
| Participant deferral / active EE | $4,409 | $6,923-36.3% | $6,182-28.7% | $6,400-31.1% |
| Admin fee / account holder | $11 | $10,471-99.9% | $8,698-99.9% | $11,426-99.9% |