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 | $14,241 | $69,518-79.5% | $59,878-76.2% | $135,375-89.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 0.00% | 7.94%-7.9pp | 3.46%-3.5pp | 519.73%-519.7pp |
| Employer contribution / active EE | $5,573 | $3,235+72.3% | $2,722+104.8% | $4,779+16.6% |
| Participant deferral / active EE | $9,867 | $4,206+134.6% | $3,402+190.0% | $5,609+75.9% |
| Admin fee / account holder | $34 | $5,734-99.4% | $3,590-99.1% | $10,827-99.7% |