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 | $117,706 | $160,055-26.5% | $140,016-15.9% | $135,375-13.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -0.09% | 911.38%-911.5pp | 651.12%-651.2pp | 519.73%-519.8pp |
| Employer contribution / active EE | $21,671 | $6,420+237.5% | $5,606+286.6% | $4,779+353.5% |
| Participant deferral / active EE | $9,747 | $7,642+27.6% | $6,927+40.7% | $5,609+73.8% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |