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 | $105,860 | $160,055-33.9% | $140,016-24.4% | $135,375-21.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.71% | 911.38%-917.1pp | 651.12%-656.8pp | 519.73%-525.4pp |
| Employer contribution / active EE | $17,484 | $6,420+172.3% | $5,606+211.9% | $4,779+265.9% |
| Participant deferral / active EE | $9,857 | $7,642+29.0% | $6,927+42.3% | $5,609+75.7% |
| Admin fee / account holder | $116 | $13,328-99.1% | $10,705-98.9% | $10,827-98.9% |