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 7-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 | $59,217 | $106,890-44.6% | $84,015-29.5% | $152,861-61.3% |
| Participation rate | 73.3% | 75.2%-1.9pp | 69.0%+4.3pp | 82.4%-9.1pp |
| Annual return | 0.00% | 104.99%-105.0pp | 71.31%-71.3pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,068 | $2,734-60.9% | $1,983-46.1% | $4,762-77.6% |
| Participant deferral / active EE | $4,726 | $4,011+17.8% | $3,239+45.9% | $5,850-19.2% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |