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 7-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 | $140,318 | $138,044+1.6% | $125,339+12.0% | $134,475+4.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -1.35% | 750.33%-751.7pp | 572.05%-573.4pp | 417.96%-419.3pp |
| Employer contribution / active EE | $11,427 | $5,243+117.9% | $4,814+137.4% | $4,740+141.1% |
| Participant deferral / active EE | $5,548 | $7,799-28.9% | $7,446-25.5% | $6,400-13.3% |
| Admin fee / account holder | -$54 | $11,571-100.5% | $10,010-100.5% | $11,426-100.5% |