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 | $37,017 | $99,640-62.8% | $86,436-57.2% | $134,475-72.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.36% | 6782.58%-6795.9pp | 4394.89%-4408.3pp | 417.96%-431.3pp |
| Employer contribution / active EE | $2,558 | $4,400-41.9% | $3,769-32.1% | $4,740-46.0% |
| Participant deferral / active EE | $5,543 | $7,246-23.5% | $6,952-20.3% | $6,400-13.4% |
| Admin fee / account holder | $0 | $8,371-100.0% | $6,731-100.0% | $11,426-100.0% |