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 9-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 | $81,749 | $160,055-48.9% | $140,016-41.6% | $135,375-39.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.83% | 911.38%-919.2pp | 651.12%-659.0pp | 519.73%-527.6pp |
| Employer contribution / active EE | $5,974 | $6,420-7.0% | $5,606+6.6% | $4,779+25.0% |
| Participant deferral / active EE | $11,017 | $7,642+44.2% | $6,927+59.0% | $5,609+96.4% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |