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 | $28,848 | $105,859-72.7% | $90,160-68.0% | $147,584-80.5% |
| Participation rate | 80.0% | 79.7%+0.3pp | 76.9%+3.1pp | 82.8%-2.8pp |
| Annual return | 0.00% | 37.63%-37.6pp | 34.88%-34.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $7,370 | $4,126+78.6% | $3,318+122.1% | $4,876+51.1% |
| Participant deferral / active EE | $15,219 | $5,733+165.5% | $5,288+187.8% | $5,439+179.8% |
| Admin fee / account holder | $7 | $8,046-99.9% | $5,943-99.9% | $10,885-99.9% |