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 | $202,502 | $99,640+103.2% | $86,436+134.3% | $134,475+50.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.61% | 6782.58%-6799.2pp | 4394.89%-4411.5pp | 417.96%-434.6pp |
| Employer contribution / active EE | $1,745 | $4,400-60.3% | $3,769-53.7% | $4,740-63.2% |
| Participant deferral / active EE | $16,533 | $7,246+128.2% | $6,952+137.8% | $6,400+158.3% |
| Admin fee / account holder | $10 | $8,371-99.9% | $6,731-99.9% | $11,426-99.9% |