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 4-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 | $141,494 | $82,630+71.2% | $64,105+120.7% | $125,391+12.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -1.83% | 1489.72%-1491.6pp | 791.24%-793.1pp | 282.22%-284.1pp |
| Employer contribution / active EE | $9,893 | $2,671+270.3% | $1,820+443.6% | $4,866+103.3% |
| Participant deferral / active EE | $5,215 | $3,608+44.5% | $2,822+84.8% | $5,352-2.6% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,540-100.0% |