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 | $100,244 | $180,449-44.4% | $154,107-35.0% | $135,375-26.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.57% | 888.09%-894.7pp | 735.12%-741.7pp | 519.73%-526.3pp |
| Employer contribution / active EE | $21,250 | $6,035+252.1% | $5,298+301.1% | $4,779+344.7% |
| Participant deferral / active EE | $30,667 | $5,806+428.2% | $5,081+503.6% | $5,609+446.8% |
| Admin fee / account holder | $14 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |