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 | $171,787 | $92,703+85.3% | $82,719+107.7% | $134,475+27.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -12.15% | 944.92%-957.1pp | 701.18%-713.3pp | 417.96%-430.1pp |
| Employer contribution / active EE | $17,506 | $3,274+434.7% | $3,009+481.8% | $4,740+269.3% |
| Participant deferral / active EE | $11,259 | $4,802+134.5% | $4,395+156.2% | $6,400+75.9% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |