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 | $43,251 | $106,543-59.4% | $91,220-52.6% | $134,475-67.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -18.36% | 160.60%-179.0pp | 114.01%-132.4pp | 417.96%-436.3pp |
| Employer contribution / active EE | $12,317 | $3,331+269.8% | $2,850+332.2% | $4,740+159.9% |
| Participant deferral / active EE | $4,500 | $4,719-4.6% | $4,234+6.3% | $6,400-29.7% |
| Admin fee / account holder | $0 | $6,231-100.0% | $5,420-100.0% | $11,426-100.0% |