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 | $131,154 | $160,055-18.1% | $140,016-6.3% | $135,375-3.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.74% | 911.38%-916.1pp | 651.12%-655.9pp | 519.73%-524.5pp |
| Employer contribution / active EE | $6,260 | $6,420-2.5% | $5,606+11.7% | $4,779+31.0% |
| Participant deferral / active EE | $5,709 | $7,642-25.3% | $6,927-17.6% | $5,609+1.8% |
| Admin fee / account holder | $14 | $13,328-99.9% | $10,705-99.9% | $10,827-99.9% |