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 | $10,586 | $106,543-90.1% | $91,220-88.4% | $134,475-92.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | 0.00% | 160.60%-160.6pp | 114.01%-114.0pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,786 | $3,331-16.3% | $2,850-2.2% | $4,740-41.2% |
| Participant deferral / active EE | $8,504 | $4,719+80.2% | $4,234+100.9% | $6,400+32.9% |
| Admin fee / account holder | $228 | $6,231-96.3% | $5,420-95.8% | $11,426-98.0% |