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 | $235,791 | $160,055+47.3% | $140,016+68.4% | $135,375+74.2% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | -9.03% | 911.38%-920.4pp | 651.12%-660.2pp | 519.73%-528.8pp |
| Employer contribution / active EE | $9,015 | $6,420+40.4% | $5,606+60.8% | $4,779+88.7% |
| Participant deferral / active EE | $5,868 | $7,642-23.2% | $6,927-15.3% | $5,609+4.6% |
| Admin fee / account holder | $15 | $13,328-99.9% | $10,705-99.9% | $10,827-99.9% |