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 8-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 | $54,350 | $180,449-69.9% | $154,107-64.7% | $135,375-59.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.34% | 888.09%-891.4pp | 735.12%-738.5pp | 519.73%-523.1pp |
| Employer contribution / active EE | $16,773 | $6,035+177.9% | $5,298+216.6% | $4,779+251.0% |
| Participant deferral / active EE | $15,306 | $5,806+163.6% | $5,081+201.3% | $5,609+172.9% |
| Admin fee / account holder | $17 | $16,143-99.9% | $13,411-99.9% | $10,827-99.8% |