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 | $55,222 | $90,320-38.9% | $59,496-7.2% | $125,391-56.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 54.6%+45.4pp | 83.2%+16.8pp |
| Annual return | -0.13% | 369.13%-369.3pp | 182.05%-182.2pp | 282.22%-282.4pp |
| Employer contribution / active EE | $12,500 | $1,792+597.7% | $1,153+984.2% | $4,866+156.9% |
| Participant deferral / active EE | $21,000 | $2,716+673.2% | $1,829+1048.0% | $5,352+292.4% |
| Admin fee / account holder | $30 | $3,063-99.0% | $2,232-98.7% | $9,540-99.7% |