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 | $138,636 | $138,065+0.4% | $123,544+12.2% | $135,375+2.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.30% | 153.68%-162.0pp | 119.20%-127.5pp | 519.73%-528.0pp |
| Employer contribution / active EE | $10,868 | $5,151+111.0% | $4,628+134.8% | $4,779+127.4% |
| Participant deferral / active EE | $6,950 | $6,799+2.2% | $6,426+8.2% | $5,609+23.9% |
| Admin fee / account holder | $89 | $10,916-99.2% | $9,284-99.0% | $10,827-99.2% |