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 | $201,801 | $138,044+46.2% | $125,339+61.0% | $134,475+50.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.91% | 750.33%-761.2pp | 572.05%-583.0pp | 417.96%-428.9pp |
| Employer contribution / active EE | $11,929 | $5,243+127.5% | $4,814+147.8% | $4,740+151.7% |
| Participant deferral / active EE | $7,150 | $7,799-8.3% | $7,446-4.0% | $6,400+11.7% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |