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 | $53,975 | $99,640-45.8% | $86,436-37.6% | $134,475-59.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.28% | 6782.58%-6801.9pp | 4394.89%-4414.2pp | 417.96%-437.2pp |
| Employer contribution / active EE | $20,000 | $4,400+354.5% | $3,769+430.7% | $4,740+322.0% |
| Participant deferral / active EE | $18,250 | $7,246+151.9% | $6,952+162.5% | $6,400+185.2% |
| Admin fee / account holder | $0 | $8,371-100.0% | $6,731-100.0% | $11,426-100.0% |