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 | $128,693 | $90,600+42.0% | $79,464+62.0% | $135,375-4.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.85% | 977.43%-986.3pp | 718.14%-727.0pp | 519.73%-528.6pp |
| Employer contribution / active EE | $5,091 | $3,068+65.9% | $2,800+81.8% | $4,779+6.5% |
| Participant deferral / active EE | $4,328 | $4,050+6.9% | $3,704+16.8% | $5,609-22.8% |
| Admin fee / account holder | $56 | $5,907-99.1% | $5,113-98.9% | $10,827-99.5% |