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 | $156,457 | $90,600+72.7% | $79,464+96.9% | $135,375+15.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.40% | 977.43%-982.8pp | 718.14%-723.5pp | 519.73%-525.1pp |
| Employer contribution / active EE | $13,237 | $3,068+331.5% | $2,800+372.7% | $4,779+177.0% |
| Participant deferral / active EE | $7,198 | $4,050+77.7% | $3,704+94.3% | $5,609+28.3% |
| Admin fee / account holder | $31 | $5,907-99.5% | $5,113-99.4% | $10,827-99.7% |