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 | $24,203 | $190,805-87.3% | $159,960-84.9% | $134,475-82.0% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -15.44% | 552.23%-567.7pp | 408.60%-424.0pp | 417.96%-433.4pp |
| Employer contribution / active EE | $3,650 | $4,995-26.9% | $4,226-13.6% | $4,740-23.0% |
| Participant deferral / active EE | $12,221 | $6,923+76.5% | $6,182+97.7% | $6,400+91.0% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |