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 | $179,572 | $104,106+72.5% | $71,086+152.6% | $135,375+32.6% |
| Participation rate | 88.9% | 65.7%+23.2pp | 54.7%+34.2pp | 82.6%+6.2pp |
| Annual return | -4.93% | 1256.30%-1261.2pp | 650.59%-655.5pp | 519.73%-524.7pp |
| Employer contribution / active EE | $4,707 | $1,485+217.0% | $1,088+332.8% | $4,779-1.5% |
| Participant deferral / active EE | $6,793 | $2,527+168.8% | $1,874+262.4% | $5,609+21.1% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,827-100.0% |