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 3-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 | $131,025 | $156,846-16.5% | $121,098+8.2% | $139,434-6.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 0.00% | 1474.56%-1474.6pp | 985.75%-985.7pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,679 | $5,536-69.7% | $4,164-59.7% | $4,751-64.7% |
| Participant deferral / active EE | $10,409 | $4,844+114.9% | $4,080+155.1% | $6,710+55.1% |
| Admin fee / account holder | $29 | $6,946-99.6% | $5,644-99.5% | $11,403-99.7% |