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 6-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 | $60,341 | $112,096-46.2% | $95,952-37.1% | $158,922-62.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 0.00% | 171.09%-171.1pp | 91.61%-91.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $2,885 | $3,198-9.8% | $2,541+13.5% | $4,761-39.4% |
| Participant deferral / active EE | $10,230 | $4,784+113.8% | $4,167+145.5% | $5,982+71.0% |
| Admin fee / account holder | $207 | $10,130-98.0% | $6,795-97.0% | $11,246-98.2% |