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 4-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 | $45,362 | $99,640-54.5% | $86,436-47.5% | $134,475-66.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 0.00% | 6782.58%-6782.6pp | 4394.89%-4394.9pp | 417.96%-418.0pp |
| Employer contribution / active EE | $28,320 | $4,400+543.6% | $3,769+651.5% | $4,740+497.5% |
| Participant deferral / active EE | $17,583 | $7,246+142.7% | $6,952+152.9% | $6,400+174.8% |
| Admin fee / account holder | $5 | $8,371-99.9% | $6,731-99.9% | $11,426-100.0% |