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 3-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 | $45,341 | $81,625-44.5% | $58,482-22.5% | $139,434-67.5% |
| Participation rate | 88.9% | 61.3%+27.6pp | 50.9%+38.0pp | 80.3%+8.6pp |
| Annual return | 0.00% | 7404.20%-7404.2pp | 4239.32%-4239.3pp | 372.94%-372.9pp |
| Employer contribution / active EE | $2,816 | $1,398+101.4% | $1,053+167.4% | $4,751-40.7% |
| Participant deferral / active EE | $6,727 | $2,557+163.1% | $1,924+249.7% | $6,710+0.3% |
| Admin fee / account holder | $234 | $3,265-92.8% | $2,516-90.7% | $11,403-97.9% |