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 | $74,176 | $144,119-48.5% | $117,854-37.1% | $147,584-49.7% |
| Participation rate | 75.0% | 83.4%-8.4pp | 79.7%-4.7pp | 82.8%-7.8pp |
| Annual return | 0.00% | 531.15%-531.1pp | 335.08%-335.1pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,405 | $4,896-71.3% | $3,786-62.9% | $4,876-71.2% |
| Participant deferral / active EE | $3,793 | $5,316-28.7% | $4,482-15.4% | $5,439-30.3% |
| Admin fee / account holder | $185 | $10,886-98.3% | $8,020-97.7% | $10,885-98.3% |