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 | $217,731 | $138,044+57.7% | $125,339+73.7% | $134,475+61.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.20% | 750.33%-764.5pp | 572.05%-586.2pp | 417.96%-432.2pp |
| Employer contribution / active EE | $22,882 | $5,243+336.4% | $4,814+375.4% | $4,740+382.8% |
| Participant deferral / active EE | $13,675 | $7,799+75.3% | $7,446+83.6% | $6,400+113.7% |
| Admin fee / account holder | $135 | $11,571-98.8% | $10,010-98.7% | $11,426-98.8% |