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 | $213,678 | $106,543+100.6% | $91,220+134.2% | $134,475+58.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -13.64% | 160.60%-174.2pp | 114.01%-127.6pp | 417.96%-431.6pp |
| Employer contribution / active EE | $15,000 | $3,331+350.4% | $2,850+426.3% | $4,740+216.5% |
| Participant deferral / active EE | $16,200 | $4,719+243.3% | $4,234+282.7% | $6,400+153.1% |
| Admin fee / account holder | $0 | $6,231-100.0% | $5,420-100.0% | $11,426-100.0% |