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 5-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 | $44,017 | $133,958-67.1% | $112,228-60.8% | $134,475-67.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.56% | 47.11%-62.7pp | 27.45%-43.0pp | 417.96%-433.5pp |
| Employer contribution / active EE | $8,380 | $4,038+107.5% | $3,635+130.6% | $4,740+76.8% |
| Participant deferral / active EE | $7,999 | $5,291+51.2% | $4,728+69.2% | $6,400+25.0% |
| Admin fee / account holder | $2 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |