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 | $98,167 | $82,630+18.8% | $64,105+53.1% | $125,391-21.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -0.81% | 1489.72%-1490.5pp | 791.24%-792.1pp | 282.22%-283.0pp |
| Employer contribution / active EE | $7,824 | $2,671+192.9% | $1,820+329.9% | $4,866+60.8% |
| Participant deferral / active EE | $3,741 | $3,608+3.7% | $2,822+32.6% | $5,352-30.1% |
| Admin fee / account holder | $272 | $6,382-95.7% | $4,499-94.0% | $9,540-97.1% |