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 | $222,772 | $138,044+61.4% | $125,339+77.7% | $134,475+65.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -5.62% | 750.33%-755.9pp | 572.05%-577.7pp | 417.96%-423.6pp |
| Employer contribution / active EE | $7,898 | $5,243+50.6% | $4,814+64.1% | $4,740+66.6% |
| Participant deferral / active EE | $8,175 | $7,799+4.8% | $7,446+9.8% | $6,400+27.7% |
| Admin fee / account holder | $289 | $11,571-97.5% | $10,010-97.1% | $11,426-97.5% |