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 8-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 | $11,223 | $87,166-87.1% | $76,735-85.4% | $137,256-91.8% |
| Participation rate | 81.0% | 74.4%+6.6pp | 69.5%+11.5pp | 80.0%+1.0pp |
| Annual return | 0.00% | 26.50%-26.5pp | 29.77%-29.8pp | 220.34%-220.3pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,027 | $4,726-78.3% | $4,088-74.9% | $6,407-84.0% |
| Admin fee / account holder | $13 | $8,403-99.9% | $7,189-99.8% | $12,270-99.9% |