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 | $106,522 | $97,757+9.0% | $83,848+27.0% | $135,375-21.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.55% | 1287.37%-1292.9pp | 850.88%-856.4pp | 519.73%-525.3pp |
| Employer contribution / active EE | $3,423 | $4,222-18.9% | $3,631-5.7% | $4,779-28.4% |
| Participant deferral / active EE | $6,987 | $4,682+49.2% | $4,082+71.2% | $5,609+24.6% |
| Admin fee / account holder | $20 | $6,674-99.7% | $5,478-99.6% | $10,827-99.8% |