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 | $137,085 | $92,703+47.9% | $82,719+65.7% | $134,475+1.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.32% | 944.92%-963.2pp | 701.18%-719.5pp | 417.96%-436.3pp |
| Employer contribution / active EE | $9,284 | $3,274+183.6% | $3,009+208.5% | $4,740+95.9% |
| Participant deferral / active EE | $13,203 | $4,802+175.0% | $4,395+200.4% | $6,400+106.3% |
| Admin fee / account holder | $5 | $5,983-99.9% | $5,329-99.9% | $11,426-100.0% |