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 | $171,358 | $138,044+24.1% | $125,339+36.7% | $134,475+27.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.24% | 750.33%-762.6pp | 572.05%-584.3pp | 417.96%-430.2pp |
| Employer contribution / active EE | $16,926 | $5,243+222.8% | $4,814+251.6% | $4,740+257.1% |
| Participant deferral / active EE | $16,292 | $7,799+108.9% | $7,446+118.8% | $6,400+154.6% |
| Admin fee / account holder | $30 | $11,571-99.7% | $10,010-99.7% | $11,426-99.7% |