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 | $143,583 | $92,703+54.9% | $82,719+73.6% | $134,475+6.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.27% | 944.92%-963.2pp | 701.18%-719.4pp | 417.96%-436.2pp |
| Employer contribution / active EE | $3,277 | $3,274+0.1% | $3,009+8.9% | $4,740-30.9% |
| Participant deferral / active EE | $5,942 | $4,802+23.7% | $4,395+35.2% | $6,400-7.2% |
| Admin fee / account holder | $82 | $5,983-98.6% | $5,329-98.5% | $11,426-99.3% |