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 | $39,784 | $39,7980% | $67,711-41.2% | $59,632-33.3% |
| Participation rate | 100.0% | 57.4%+42.6pp | 67.5%+32.5pp | 68.7%+31.3pp |
| Annual return | -1.71% | 89.94%-91.6pp | 25.41%-27.1pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $4,444 | $1,393+219.0% | $2,559+73.6% | $2,203+101.8% |
| Participant deferral / active EE | $2,191 | $2,335-6.2% | $3,585-38.9% | $3,192-31.3% |
| Admin fee / account holder | $294 | $3,212-90.8% | $4,255-93.1% | $4,297-93.1% |