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 | $181,308 | $160,055+13.3% | $140,016+29.5% | $135,375+33.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.32% | 911.38%-917.7pp | 651.12%-657.4pp | 519.73%-526.1pp |
| Employer contribution / active EE | $17,369 | $6,420+170.5% | $5,606+209.8% | $4,779+263.5% |
| Participant deferral / active EE | $11,814 | $7,642+54.6% | $6,927+70.5% | $5,609+110.6% |
| Admin fee / account holder | -$433 | $13,328-103.2% | $10,705-104.0% | $10,827-104.0% |