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 | $123,701 | $144,119-14.2% | $117,854+5.0% | $147,584-16.2% |
| Participation rate | 94.7% | 83.4%+11.3pp | 79.7%+15.1pp | 82.8%+11.9pp |
| Annual return | 0.00% | 531.15%-531.1pp | 335.08%-335.1pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,948 | $4,896-60.2% | $3,786-48.5% | $4,876-60.1% |
| Participant deferral / active EE | $3,115 | $5,316-41.4% | $4,482-30.5% | $5,439-42.7% |
| Admin fee / account holder | $88 | $10,886-99.2% | $8,020-98.9% | $10,885-99.2% |