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 | $23,135 | $49,922-53.7% | $80,569-71.3% | $75,163-69.2% |
| Participation rate | 83.3% | 55.3%+28.0pp | 67.0%+16.3pp | 67.2%+16.1pp |
| Annual return | 0.00% | 34.69%-34.7pp | 935.43%-935.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $1,126 | $1,698-33.7% | $2,723-58.7% | $2,670-57.8% |
| Participant deferral / active EE | $1,999 | $2,990-33.2% | $4,447-55.1% | $4,125-51.6% |
| Admin fee / account holder | $0 | $3,577-100.0% | $5,377-100.0% | $5,651-100.0% |