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 | $150,291 | $133,958+12.2% | $112,228+33.9% | $134,475+11.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.00% | 47.11%-66.1pp | 27.45%-46.4pp | 417.96%-437.0pp |
| Employer contribution / active EE | $16,667 | $4,038+312.7% | $3,635+358.6% | $4,740+251.6% |
| Participant deferral / active EE | $10,724 | $5,291+102.7% | $4,728+126.8% | $6,400+67.6% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |