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 | $114,548 | $138,044-17.0% | $125,339-8.6% | $134,475-14.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.54% | 750.33%-766.9pp | 572.05%-588.6pp | 417.96%-434.5pp |
| Employer contribution / active EE | $10,496 | $5,243+100.2% | $4,814+118.0% | $4,740+121.4% |
| Participant deferral / active EE | $8,555 | $7,799+9.7% | $7,446+14.9% | $6,400+33.7% |
| Admin fee / account holder | $163 | $11,571-98.6% | $10,010-98.4% | $11,426-98.6% |