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 | $248,405 | $95,971+158.8% | $74,550+233.2% | $135,375+83.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.18% | 56.96%-65.1pp | 32.53%-40.7pp | 519.73%-527.9pp |
| Employer contribution / active EE | $3,346 | $2,716+23.2% | $1,961+70.6% | $4,779-30.0% |
| Participant deferral / active EE | $3,263 | $3,843-15.1% | $3,108+5.0% | $5,609-41.8% |
| Admin fee / account holder | $68 | $6,522-99.0% | $5,060-98.7% | $10,827-99.4% |