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 | $246,300 | $93,024+164.8% | $77,024+219.8% | $134,475+83.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -13.90% | 62.60%-76.5pp | 42.32%-56.2pp | 417.96%-431.9pp |
| Employer contribution / active EE | $10,315 | $3,418+201.8% | $2,812+266.8% | $4,740+117.6% |
| Participant deferral / active EE | $9,667 | $5,238+84.6% | $4,426+118.4% | $6,400+51.1% |
| Admin fee / account holder | $1 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |