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 5-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 | $72,175 | $110,809-34.9% | $86,874-16.9% | $167,490-56.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 0.00% | 116.98%-117.0pp | 63.52%-63.5pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,773 | $3,244-45.3% | $2,495-28.9% | $4,837-63.3% |
| Participant deferral / active EE | $10,718 | $4,546+135.8% | $3,699+189.8% | $6,341+69.0% |
| Admin fee / account holder | $5 | $8,415-99.9% | $5,828-99.9% | $12,309-100.0% |