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 5-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 | $84,868 | $190,805-55.5% | $159,960-46.9% | $134,475-36.9% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -16.51% | 552.23%-568.7pp | 408.60%-425.1pp | 417.96%-434.5pp |
| Employer contribution / active EE | $3,975 | $4,995-20.4% | $4,226-5.9% | $4,740-16.1% |
| Participant deferral / active EE | $17,270 | $6,923+149.5% | $6,182+179.3% | $6,400+169.9% |
| Admin fee / account holder | $20 | $10,471-99.8% | $8,698-99.8% | $11,426-99.8% |