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 | $70,221 | $90,600-22.5% | $79,464-11.6% | $135,375-48.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 0.17% | 977.43%-977.3pp | 718.14%-718.0pp | 519.73%-519.6pp |
| Employer contribution / active EE | $17,376 | $3,068+466.4% | $2,800+520.5% | $4,779+263.6% |
| Participant deferral / active EE | $12,382 | $4,050+205.7% | $3,704+234.3% | $5,609+120.8% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |