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 | $28,202 | $111,814-74.8% | $93,654-69.9% | $145,959-80.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 0.00% | 203.30%-203.3pp | 133.34%-133.3pp | 561.95%-561.9pp |
| Employer contribution / active EE | $2,546 | $3,092-17.7% | $2,421+5.1% | $4,661-45.4% |
| Participant deferral / active EE | $12,953 | $4,914+163.6% | $4,413+193.5% | $6,689+93.7% |
| Admin fee / account holder | $25 | $10,246-99.8% | $8,282-99.7% | $13,398-99.8% |