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 4-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 | $42,588 | $92,703-54.1% | $82,719-48.5% | $134,475-68.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 0.00% | 944.92%-944.9pp | 701.18%-701.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $7,970 | $3,274+143.4% | $3,009+164.9% | $4,740+68.2% |
| Participant deferral / active EE | $9,193 | $4,802+91.4% | $4,395+109.2% | $6,400+43.6% |
| Admin fee / account holder | $129 | $5,983-97.8% | $5,329-97.6% | $11,426-98.9% |