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 | $163,764 | $160,055+2.3% | $140,016+17.0% | $135,375+21.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.39% | 911.38%-918.8pp | 651.12%-658.5pp | 519.73%-527.1pp |
| Employer contribution / active EE | $6,055 | $6,420-5.7% | $5,606+8.0% | $4,779+26.7% |
| Participant deferral / active EE | $16,750 | $7,642+119.2% | $6,927+141.8% | $5,609+198.6% |
| Admin fee / account holder | $9 | $13,328-99.9% | $10,705-99.9% | $10,827-99.9% |