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 | $215,843 | $73,515+193.6% | $62,995+242.6% | $147,584+46.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 16.29% | 175.43%-159.1pp | 87.57%-71.3pp | 578.55%-562.3pp |
| Employer contribution / active EE | $8,584 | $3,320+158.5% | $2,759+211.1% | $4,876+76.0% |
| Participant deferral / active EE | $2,501 | $4,185-40.2% | $3,329-24.9% | $5,439-54.0% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |