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 | $169,243 | $197,825-14.4% | $155,790+8.6% | $125,391+35.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -1.69% | 86.74%-88.4pp | 71.54%-73.2pp | 282.22%-283.9pp |
| Employer contribution / active EE | $17,575 | $4,847+262.6% | $3,836+358.2% | $4,866+261.2% |
| Participant deferral / active EE | $15,572 | $5,630+176.6% | $4,797+224.6% | $5,352+191.0% |
| Admin fee / account holder | $221 | $9,545-97.7% | $7,478-97.0% | $9,540-97.7% |