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 9-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 | $113,135 | $90,600+24.9% | $79,464+42.4% | $135,375-16.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.91% | 977.43%-984.3pp | 718.14%-725.1pp | 519.73%-526.6pp |
| Employer contribution / active EE | $4,317 | $3,068+40.7% | $2,800+54.1% | $4,779-9.7% |
| Participant deferral / active EE | $13,807 | $4,050+240.9% | $3,704+272.8% | $5,609+146.2% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |