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 | $153,064 | $135,635+12.9% | $110,238+38.8% | $135,375+13.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -2.32% | 513.19%-515.5pp | 314.74%-317.1pp | 519.73%-522.1pp |
| Employer contribution / active EE | $8,018 | $4,906+63.4% | $3,826+109.6% | $4,779+67.8% |
| Participant deferral / active EE | $13,833 | $5,506+151.2% | $4,672+196.1% | $5,609+146.6% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |