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 | $131,591 | $90,600+45.2% | $79,464+65.6% | $135,375-2.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.50% | 977.43%-984.9pp | 718.14%-725.6pp | 519.73%-527.2pp |
| Employer contribution / active EE | $14,257 | $3,068+364.7% | $2,800+409.1% | $4,779+198.3% |
| Participant deferral / active EE | $14,267 | $4,050+252.2% | $3,704+285.2% | $5,609+154.4% |
| Admin fee / account holder | $230 | $5,907-96.1% | $5,113-95.5% | $10,827-97.9% |