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 | $105,204 | $160,055-34.3% | $140,016-24.9% | $135,375-22.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.92% | 911.38%-917.3pp | 651.12%-657.0pp | 519.73%-525.7pp |
| Employer contribution / active EE | $9,431 | $6,420+46.9% | $5,606+68.2% | $4,779+97.3% |
| Participant deferral / active EE | $7,033 | $7,642-8.0% | $6,927+1.5% | $5,609+25.4% |
| Admin fee / account holder | $60 | $13,328-99.5% | $10,705-99.4% | $10,827-99.4% |