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 | $212,870 | $138,065+54.2% | $123,544+72.3% | $135,375+57.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -0.66% | 153.68%-154.3pp | 119.20%-119.9pp | 519.73%-520.4pp |
| Employer contribution / active EE | $5,782 | $5,151+12.2% | $4,628+24.9% | $4,779+21.0% |
| Participant deferral / active EE | $14,027 | $6,799+106.3% | $6,426+118.3% | $5,609+150.1% |
| Admin fee / account holder | $5 | $10,916-100.0% | $9,284-99.9% | $10,827-100.0% |