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 7-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 | $70,260 | $103,376-32.0% | $87,100-19.3% | $152,861-54.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.32%-345.3pp |
| Employer contribution / active EE | $5,793 | $3,220+79.9% | $2,521+129.8% | $4,762+21.6% |
| Participant deferral / active EE | $13,581 | $4,778+184.2% | $4,049+235.4% | $5,850+132.1% |
| Admin fee / account holder | $198 | $12,205-98.4% | $7,497-97.4% | $11,596-98.3% |