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 8-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 | $64,240 | $135,635-52.6% | $110,238-41.7% | $135,375-52.5% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.8%+5.9pp | 82.6%+3.1pp |
| Annual return | -5.12% | 513.19%-518.3pp | 314.74%-319.9pp | 519.73%-524.9pp |
| Employer contribution / active EE | $26,494 | $4,906+440.0% | $3,826+592.4% | $4,779+454.4% |
| Participant deferral / active EE | $16,097 | $5,506+192.3% | $4,672+244.6% | $5,609+187.0% |
| Admin fee / account holder | $108 | $11,457-99.1% | $8,547-98.7% | $10,827-99.0% |