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 8-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 | $209,156 | $138,044+51.5% | $125,339+66.9% | $134,475+55.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.40% | 750.33%-765.7pp | 572.05%-587.5pp | 417.96%-433.4pp |
| Employer contribution / active EE | $22,788 | $5,243+334.6% | $4,814+373.4% | $4,740+380.8% |
| Participant deferral / active EE | $13,500 | $7,799+73.1% | $7,446+81.3% | $6,400+110.9% |
| Admin fee / account holder | $246 | $11,571-97.9% | $10,010-97.5% | $11,426-97.8% |