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 | $17,566 | $104,664-83.2% | $85,682-79.5% | $167,490-89.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 0.00% | 21.45%-21.4pp | 21.49%-21.5pp | 478.56%-478.6pp |
| Employer contribution / active EE | $2,805 | $3,337-15.9% | $2,618+7.1% | $4,837-42.0% |
| Participant deferral / active EE | $2,805 | $4,824-41.9% | $3,923-28.5% | $6,341-55.8% |
| Admin fee / account holder | $16 | $10,032-99.8% | $6,873-99.8% | $12,309-99.9% |