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 | $246,868 | $138,044+78.8% | $125,339+97.0% | $134,475+83.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.17% | 750.33%-765.5pp | 572.05%-587.2pp | 417.96%-433.1pp |
| Employer contribution / active EE | $11,222 | $5,243+114.0% | $4,814+133.1% | $4,740+136.8% |
| Participant deferral / active EE | $7,202 | $7,799-7.7% | $7,446-3.3% | $6,400+12.5% |
| Admin fee / account holder | $107 | $11,571-99.1% | $10,010-98.9% | $11,426-99.1% |