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 | $59,255 | $90,600-34.6% | $79,464-25.4% | $135,375-56.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.91% | 977.43%-984.3pp | 718.14%-725.0pp | 519.73%-526.6pp |
| Employer contribution / active EE | $5,143 | $3,068+67.6% | $2,800+83.6% | $4,779+7.6% |
| Participant deferral / active EE | $13,714 | $4,050+238.6% | $3,704+270.3% | $5,609+144.5% |
| Admin fee / account holder | $18 | $5,907-99.7% | $5,113-99.7% | $10,827-99.8% |