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 7-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 | $45,833 | $99,640-54.0% | $86,436-47.0% | $134,475-65.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.02% | 6782.58%-6799.6pp | 4394.89%-4411.9pp | 417.96%-435.0pp |
| Employer contribution / active EE | $11,391 | $4,400+158.8% | $3,769+202.3% | $4,740+140.3% |
| Participant deferral / active EE | $8,516 | $7,246+17.5% | $6,952+22.5% | $6,400+33.1% |
| Admin fee / account holder | $20 | $8,371-99.8% | $6,731-99.7% | $11,426-99.8% |