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 | $204,704 | $138,065+48.3% | $123,544+65.7% | $135,375+51.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.50% | 153.68%-160.2pp | 119.20%-125.7pp | 519.73%-526.2pp |
| Employer contribution / active EE | $14,403 | $5,151+179.6% | $4,628+211.2% | $4,779+201.4% |
| Participant deferral / active EE | $9,191 | $6,799+35.2% | $6,426+43.0% | $5,609+63.9% |
| Admin fee / account holder | $87 | $10,916-99.2% | $9,284-99.1% | $10,827-99.2% |