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 | $14,809 | $106,515-86.1% | $96,683-84.7% | $139,434-89.4% |
| Participation rate | 88.9% | 77.8%+11.0pp | 74.3%+14.5pp | 80.3%+8.6pp |
| Annual return | 0.00% | 38.43%-38.4pp | 35.69%-35.7pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,563 | $4,103-61.9% | $3,737-58.2% | $4,751-67.1% |
| Participant deferral / active EE | $10,591 | $5,454+94.2% | $4,878+117.1% | $6,710+57.8% |
| Admin fee / account holder | $33 | $7,877-99.6% | $6,730-99.5% | $11,403-99.7% |