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 10-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 | $44,798 | $54,350-17.6% | $82,719-45.8% | $68,494-34.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | 49.31% | -13.67%+63.0pp | 701.18%-651.9pp | -7.84%+57.1pp |
| Employer contribution / active EE | $7,948 | $2,218+258.3% | $3,009+164.1% | $2,596+206.1% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,395-100.0% | $4,027-100.0% |
| Admin fee / account holder | $184 | $4,395-95.8% | $5,329-96.6% | $5,403-96.6% |