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 | $142,788 | $168,632-15.3% | $147,614-3.3% | $125,391+13.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.75% | 77.65%-80.4pp | 61.98%-64.7pp | 282.22%-285.0pp |
| Employer contribution / active EE | $7,993 | $6,252+27.8% | $5,564+43.6% | $4,866+64.3% |
| Participant deferral / active EE | $5,129 | $5,507-6.9% | $4,895+4.8% | $5,352-4.2% |
| Admin fee / account holder | $135 | $13,580-99.0% | $11,611-98.8% | $9,540-98.6% |