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 | $98,621 | $104,106-5.3% | $71,086+38.7% | $135,375-27.1% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -5.18% | 1256.30%-1261.5pp | 650.59%-655.8pp | 519.73%-524.9pp |
| Employer contribution / active EE | $3,498 | $1,485+135.6% | $1,088+221.6% | $4,779-26.8% |
| Participant deferral / active EE | $6,423 | $2,527+154.2% | $1,874+242.7% | $5,609+14.5% |
| Admin fee / account holder | $64 | $4,142-98.5% | $3,082-97.9% | $10,827-99.4% |