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 6-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 | $54,052 | $99,640-45.8% | $86,436-37.5% | $134,475-59.8% |
| Participation rate | 83.3% | 82.0%+1.3pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -16.55% | 6782.58%-6799.1pp | 4394.89%-4411.4pp | 417.96%-434.5pp |
| Employer contribution / active EE | $3,730 | $4,400-15.2% | $3,769-1.0% | $4,740-21.3% |
| Participant deferral / active EE | $10,276 | $7,246+41.8% | $6,952+47.8% | $6,400+60.6% |
| Admin fee / account holder | $0 | $8,371-100.0% | $6,731-100.0% | $11,426-100.0% |