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 | $103,151 | $97,757+5.5% | $83,848+23.0% | $135,375-23.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.49% | 1287.37%-1292.9pp | 850.88%-856.4pp | 519.73%-525.2pp |
| Employer contribution / active EE | $16,243 | $4,222+284.8% | $3,631+347.4% | $4,779+239.9% |
| Participant deferral / active EE | $5,556 | $4,682+18.7% | $4,082+36.1% | $5,609-0.9% |
| Admin fee / account holder | $14 | $6,674-99.8% | $5,478-99.7% | $10,827-99.9% |