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 10-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 | $124,880 | $52,903+136.1% | $73,307+70.4% | $59,632+109.4% |
| Participation rate | 94.0% | 68.2%+25.8pp | 74.9%+19.1pp | 68.7%+25.3pp |
| Annual return | 0.00% | 12.20%-12.2pp | 5.67%-5.7pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $13,665 | $1,909+616.0% | $3,237+322.1% | $2,203+520.4% |
| Participant deferral / active EE | $0 | $4,069-100.0% | $4,991-100.0% | $3,192-100.0% |
| Admin fee / account holder | $245 | $3,834-93.6% | $5,637-95.6% | $4,297-94.3% |