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 | $92,114 | $99,640-7.6% | $86,436+6.6% | $134,475-31.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.10% | 6782.58%-6801.7pp | 4394.89%-4414.0pp | 417.96%-437.1pp |
| Employer contribution / active EE | $18,271 | $4,400+315.2% | $3,769+384.8% | $4,740+285.5% |
| Participant deferral / active EE | $13,929 | $7,246+92.2% | $6,952+100.4% | $6,400+117.6% |
| Admin fee / account holder | $0 | $8,371-100.0% | $6,731-100.0% | $11,426-100.0% |