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 6-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 | $188,678 | $138,044+36.7% | $125,339+50.5% | $134,475+40.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.79% | 750.33%-761.1pp | 572.05%-582.8pp | 417.96%-428.8pp |
| Employer contribution / active EE | $4,166 | $5,243-20.6% | $4,814-13.5% | $4,740-12.1% |
| Participant deferral / active EE | $14,458 | $7,799+85.4% | $7,446+94.2% | $6,400+125.9% |
| Admin fee / account holder | $169 | $11,571-98.5% | $10,010-98.3% | $11,426-98.5% |