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 | $107,753 | $84,402+27.7% | $61,373+75.6% | $134,475-19.9% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -3.85% | 584.55%-588.4pp | 338.61%-342.5pp | 417.96%-421.8pp |
| Employer contribution / active EE | $10,903 | $1,544+606.0% | $1,159+840.4% | $4,740+130.0% |
| Participant deferral / active EE | $6,750 | $2,819+139.5% | $2,125+217.7% | $6,400+5.5% |
| Admin fee / account holder | $0 | $2,585-100.0% | $2,130-100.0% | $11,426-100.0% |