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 3-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 | $8,086 | $81,625-90.1% | $58,482-86.2% | $139,434-94.2% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 0.00% | 7404.20%-7404.2pp | 4239.32%-4239.3pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,037 | $1,398-25.9% | $1,053-1.6% | $4,751-78.2% |
| Participant deferral / active EE | $6,380 | $2,557+149.5% | $1,924+231.6% | $6,710-4.9% |
| Admin fee / account holder | $14 | $3,265-99.6% | $2,516-99.4% | $11,403-99.9% |