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 6-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 | $89,864 | $209,411-57.1% | $178,490-49.7% | $158,922-43.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 0.00% | 188.75%-188.8pp | 151.07%-151.1pp | 302.83%-302.8pp |
| Employer contribution / active EE | $2,643 | $5,706-53.7% | $5,011-47.3% | $4,761-44.5% |
| Participant deferral / active EE | $13,509 | $5,954+126.9% | $5,202+159.7% | $5,982+125.8% |
| Admin fee / account holder | $234 | $17,074-98.6% | $13,984-98.3% | $11,246-97.9% |