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 | $78,722 | $102,966-23.5% | $90,281-12.8% | $152,861-48.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 0.00% | 95.16%-95.2pp | 78.10%-78.1pp | 345.32%-345.3pp |
| Employer contribution / active EE | $3,024 | $3,139-3.7% | $2,854+5.9% | $4,762-36.5% |
| Participant deferral / active EE | $9,963 | $4,281+132.7% | $3,885+156.4% | $5,850+70.3% |
| Admin fee / account holder | $282 | $6,171-95.4% | $5,351-94.7% | $11,596-97.6% |