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 | $63,195 | $160,055-60.5% | $140,016-54.9% | $135,375-53.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.12% | 911.38%-917.5pp | 651.12%-657.2pp | 519.73%-525.9pp |
| Employer contribution / active EE | $23,250 | $6,420+262.1% | $5,606+314.7% | $4,779+386.5% |
| Participant deferral / active EE | $12,250 | $7,642+60.3% | $6,927+76.8% | $5,609+118.4% |
| Admin fee / account holder | $190 | $13,328-98.6% | $10,705-98.2% | $10,827-98.2% |