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 | $63,280 | $99,640-36.5% | $86,436-26.8% | $134,475-52.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.49% | 6782.58%-6801.1pp | 4394.89%-4413.4pp | 417.96%-436.5pp |
| Employer contribution / active EE | $5,000 | $4,400+13.6% | $3,769+32.7% | $4,740+5.5% |
| Participant deferral / active EE | $20,500 | $7,246+182.9% | $6,952+194.9% | $6,400+220.3% |
| Admin fee / account holder | $248 | $8,371-97.0% | $6,731-96.3% | $11,426-97.8% |