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 | $211,838 | $160,055+32.4% | $140,016+51.3% | $135,375+56.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.66% | 911.38%-916.0pp | 651.12%-655.8pp | 519.73%-524.4pp |
| Employer contribution / active EE | $22,517 | $6,420+250.7% | $5,606+301.7% | $4,779+371.2% |
| Participant deferral / active EE | $11,195 | $7,642+46.5% | $6,927+61.6% | $5,609+99.6% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |