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 | $119,580 | $190,805-37.3% | $159,960-25.2% | $134,475-11.1% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -10.09% | 552.23%-562.3pp | 408.60%-418.7pp | 417.96%-428.1pp |
| Employer contribution / active EE | $20,197 | $4,995+304.3% | $4,226+378.0% | $4,740+326.1% |
| Participant deferral / active EE | $11,800 | $6,923+70.4% | $6,182+90.9% | $6,400+84.4% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |