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 | $31,638 | $190,805-83.4% | $159,960-80.2% | $134,475-76.5% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -19.42% | 552.23%-571.7pp | 408.60%-428.0pp | 417.96%-437.4pp |
| Employer contribution / active EE | $3,839 | $4,995-23.1% | $4,226-9.1% | $4,740-19.0% |
| Participant deferral / active EE | $4,895 | $6,923-29.3% | $6,182-20.8% | $6,400-23.5% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |