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 6-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 | $102,810 | $138,044-25.5% | $125,339-18.0% | $134,475-23.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -5.65% | 750.33%-756.0pp | 572.05%-577.7pp | 417.96%-423.6pp |
| Employer contribution / active EE | $8,991 | $5,243+71.5% | $4,814+86.8% | $4,740+89.7% |
| Participant deferral / active EE | $12,338 | $7,799+58.2% | $7,446+65.7% | $6,400+92.8% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |