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 | $34,819 | $99,640-65.1% | $86,436-59.7% | $134,475-74.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.57% | 6782.58%-6799.1pp | 4394.89%-4411.5pp | 417.96%-434.5pp |
| Employer contribution / active EE | $4,968 | $4,400+12.9% | $3,769+31.8% | $4,740+4.8% |
| Participant deferral / active EE | $11,744 | $7,246+62.1% | $6,952+68.9% | $6,400+83.5% |
| Admin fee / account holder | $31 | $8,371-99.6% | $6,731-99.5% | $11,426-99.7% |