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 | $78,895 | $104,106-24.2% | $71,086+11.0% | $135,375-41.7% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -3.55% | 1256.30%-1259.8pp | 650.59%-654.1pp | 519.73%-523.3pp |
| Employer contribution / active EE | $5,605 | $1,485+277.5% | $1,088+415.3% | $4,779+17.3% |
| Participant deferral / active EE | $2,722 | $2,527+7.7% | $1,874+45.2% | $5,609-51.5% |
| Admin fee / account holder | $146 | $4,142-96.5% | $3,082-95.3% | $10,827-98.6% |