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 | $75,948 | $97,757-22.3% | $83,848-9.4% | $135,375-43.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 0.00% | 1287.37%-1287.4pp | 850.88%-850.9pp | 519.73%-519.7pp |
| Employer contribution / active EE | $12,735 | $4,222+201.7% | $3,631+250.8% | $4,779+166.5% |
| Participant deferral / active EE | $17,996 | $4,682+284.3% | $4,082+340.9% | $5,609+220.9% |
| Admin fee / account holder | $7 | $6,674-99.9% | $5,478-99.9% | $10,827-99.9% |