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 | $91,944 | $101,283-9.2% | $75,826+21.3% | $135,375-32.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 68.2%+31.8pp | 82.6%+17.4pp |
| Annual return | -4.71% | 3384.62%-3389.3pp | 1914.15%-1918.9pp | 519.73%-524.4pp |
| Employer contribution / active EE | $3,320 | $2,382+39.4% | $1,913+73.5% | $4,779-30.5% |
| Participant deferral / active EE | $3,320 | $3,469-4.3% | $2,862+16.0% | $5,609-40.8% |
| Admin fee / account holder | $221 | $6,539-96.6% | $4,726-95.3% | $10,827-98.0% |