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 | $134,770 | $180,449-25.3% | $154,107-12.5% | $135,375-0.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.22% | 888.09%-896.3pp | 735.12%-743.3pp | 519.73%-528.0pp |
| Employer contribution / active EE | $6,401 | $6,035+6.1% | $5,298+20.8% | $4,779+33.9% |
| Participant deferral / active EE | $8,330 | $5,806+43.5% | $5,081+64.0% | $5,609+48.5% |
| Admin fee / account holder | $12 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |