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 | $52,640 | $82,630-36.3% | $64,105-17.9% | $125,391-58.0% |
| Participation rate | 80.0% | 75.9%+4.1pp | 68.2%+11.8pp | 83.2%-3.2pp |
| Annual return | -0.93% | 1489.72%-1490.6pp | 791.24%-792.2pp | 282.22%-283.1pp |
| Employer contribution / active EE | $8,659 | $2,671+224.2% | $1,820+375.8% | $4,866+77.9% |
| Participant deferral / active EE | $7,384 | $3,608+104.6% | $2,822+161.7% | $5,352+38.0% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,540-100.0% |