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 | $28,466 | $116,175-75.5% | $93,606-69.6% | $152,861-81.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 0.00% | 35.96%-36.0pp | 32.76%-32.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $850 | $3,218-73.6% | $2,718-68.7% | $4,762-82.2% |
| Participant deferral / active EE | $5,557 | $4,603+20.7% | $4,069+36.6% | $5,850-5.0% |
| Admin fee / account holder | $285 | $10,748-97.3% | $7,888-96.4% | $11,596-97.5% |