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 | $67,206 | $135,635-50.5% | $110,238-39.0% | $135,375-50.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.58% | 513.19%-520.8pp | 314.74%-322.3pp | 519.73%-527.3pp |
| Employer contribution / active EE | $14,649 | $4,906+198.6% | $3,826+282.8% | $4,779+206.5% |
| Participant deferral / active EE | $14,668 | $5,506+166.4% | $4,672+214.0% | $5,609+161.5% |
| Admin fee / account holder | $53 | $11,457-99.5% | $8,547-99.4% | $10,827-99.5% |