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 | $156,097 | $90,600+72.3% | $79,464+96.4% | $135,375+15.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.51% | 977.43%-981.9pp | 718.14%-722.6pp | 519.73%-524.2pp |
| Employer contribution / active EE | $17,415 | $3,068+467.6% | $2,800+521.9% | $4,779+264.4% |
| Participant deferral / active EE | $9,174 | $4,050+126.5% | $3,704+147.7% | $5,609+63.6% |
| Admin fee / account holder | -$1,051 | $5,907-117.8% | $5,113-120.6% | $10,827-109.7% |