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 9-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 | $32,668 | $97,757-66.6% | $83,848-61.0% | $135,375-75.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -1.74% | 1287.37%-1289.1pp | 850.88%-852.6pp | 519.73%-521.5pp |
| Employer contribution / active EE | $9,160 | $4,222+117.0% | $3,631+152.3% | $4,779+91.7% |
| Participant deferral / active EE | $8,163 | $4,682+74.3% | $4,082+100.0% | $5,609+45.5% |
| Admin fee / account holder | $39 | $6,674-99.4% | $5,478-99.3% | $10,827-99.6% |