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 8-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 | $57,225 | $180,449-68.3% | $154,107-62.9% | $135,375-57.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 0.00% | 888.09%-888.1pp | 735.12%-735.1pp | 519.73%-519.7pp |
| Employer contribution / active EE | $5,927 | $6,035-1.8% | $5,298+11.9% | $4,779+24.0% |
| Participant deferral / active EE | $8,291 | $5,806+42.8% | $5,081+63.2% | $5,609+47.8% |
| Admin fee / account holder | $148 | $16,143-99.1% | $13,411-98.9% | $10,827-98.6% |