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 | $143,080 | $138,044+3.6% | $125,339+14.2% | $134,475+6.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.06% | 750.33%-768.4pp | 572.05%-590.1pp | 417.96%-436.0pp |
| Employer contribution / active EE | $1,604 | $5,243-69.4% | $4,814-66.7% | $4,740-66.2% |
| Participant deferral / active EE | $5,911 | $7,799-24.2% | $7,446-20.6% | $6,400-7.6% |
| Admin fee / account holder | $122 | $11,571-98.9% | $10,010-98.8% | $11,426-98.9% |