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 | $85,128 | $90,600-6.0% | $79,464+7.1% | $135,375-37.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.06% | 977.43%-983.5pp | 718.14%-724.2pp | 519.73%-525.8pp |
| Employer contribution / active EE | $2,714 | $3,068-11.5% | $2,800-3.1% | $4,779-43.2% |
| Participant deferral / active EE | $10,063 | $4,050+148.4% | $3,704+171.7% | $5,609+79.4% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |