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 | $70,339 | $105,181-33.1% | $159,436-55.9% | $85,850-18.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 0.00% | 45.07%-45.1pp | 263.57%-263.6pp | 318.53%-318.5pp |
| Employer contribution / active EE | $2,286 | $3,318-31.1% | $4,829-52.7% | $2,565-10.9% |
| Participant deferral / active EE | $7,134 | $5,945+20.0% | $7,352-3.0% | $3,952+80.5% |
| Admin fee / account holder | $294 | $6,933-95.8% | $10,799-97.3% | $6,260-95.3% |