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 8-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 | $84,272 | $106,584-20.9% | $101,326-16.8% | $142,382-40.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 0.00% | 36.93%-36.9pp | 36.82%-36.8pp | 217.08%-217.1pp |
| Employer contribution / active EE | $1,355 | $3,956-65.7% | $3,665-63.0% | $4,299-68.5% |
| Participant deferral / active EE | $3,477 | $8,297-58.1% | $7,994-56.5% | $6,507-46.6% |
| Admin fee / account holder | $66 | $11,446-99.4% | $11,185-99.4% | $12,624-99.5% |