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 5-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 | $20,473 | $88,594-76.9% | $70,092-70.8% | $134,475-84.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -5.84% | 442.67%-448.5pp | 190.73%-196.6pp | 417.96%-423.8pp |
| Employer contribution / active EE | $8,742 | $3,233+170.4% | $2,559+241.7% | $4,740+84.5% |
| Participant deferral / active EE | $7,351 | $4,772+54.0% | $3,849+91.0% | $6,400+14.9% |
| Admin fee / account holder | $0 | $10,441-100.0% | $6,267-100.0% | $11,426-100.0% |