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 | $33,014 | $95,971-65.6% | $74,550-55.7% | $135,375-75.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -1.08% | 56.96%-58.0pp | 32.53%-33.6pp | 519.73%-520.8pp |
| Employer contribution / active EE | $8,539 | $2,716+214.4% | $1,961+335.5% | $4,779+78.7% |
| Participant deferral / active EE | $5,934 | $3,843+54.4% | $3,108+90.9% | $5,609+5.8% |
| Admin fee / account holder | $272 | $6,522-95.8% | $5,060-94.6% | $10,827-97.5% |