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 | $36,507 | $160,055-77.2% | $140,016-73.9% | $135,375-73.0% |
| Participation rate | 92.9% | 88.5%+4.3pp | 87.5%+5.4pp | 82.6%+10.2pp |
| Annual return | 0.00% | 911.38%-911.4pp | 651.12%-651.1pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,934 | $6,420-69.9% | $5,606-65.5% | $4,779-59.5% |
| Participant deferral / active EE | $7,205 | $7,642-5.7% | $6,927+4.0% | $5,609+28.5% |
| Admin fee / account holder | $13 | $13,328-99.9% | $10,705-99.9% | $10,827-99.9% |