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 | $100,970-16.5% | $96,576-12.7% | $137,256-38.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 0.00% | 38.16%-38.2pp | 38.47%-38.5pp | 220.34%-220.3pp |
| Employer contribution / active EE | $1,355 | $3,809-64.4% | $3,553-61.9% | $4,156-67.4% |
| Participant deferral / active EE | $3,477 | $8,286-58.0% | $7,956-56.3% | $6,407-45.7% |
| Admin fee / account holder | $66 | $11,312-99.4% | $11,381-99.4% | $12,270-99.5% |