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 8-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 | $26,441 | $99,640-73.5% | $86,436-69.4% | $134,475-80.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.01% | 6782.58%-6802.6pp | 4394.89%-4414.9pp | 417.96%-438.0pp |
| Employer contribution / active EE | $6,773 | $4,400+53.9% | $3,769+79.7% | $4,740+42.9% |
| Participant deferral / active EE | $14,630 | $7,246+101.9% | $6,952+110.5% | $6,400+128.6% |
| Admin fee / account holder | $25 | $8,371-99.7% | $6,731-99.6% | $11,426-99.8% |