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 | $31,038 | $227,553-86.4% | $189,557-83.6% | $167,490-81.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 0.00% | 78.40%-78.4pp | 64.17%-64.2pp | 478.56%-478.6pp |
| Employer contribution / active EE | $4,800 | $5,316-9.7% | $4,412+8.8% | $4,837-0.8% |
| Participant deferral / active EE | $25,040 | $7,002+257.6% | $6,174+305.6% | $6,341+294.9% |
| Admin fee / account holder | $64 | $11,878-99.5% | $9,807-99.3% | $12,309-99.5% |