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 10-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 | $115,441 | $87,705+31.6% | $63,517+81.7% | $125,391-7.9% |
| Participation rate | 100.0% | 77.0%+23.0pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | -0.37% | 21.70%-22.1pp | -70.30%+69.9pp | 282.22%-282.6pp |
| Employer contribution / active EE | $679 | $3,601-81.1% | $2,322-70.7% | $4,866-86.0% |
| Participant deferral / active EE | $6,831 | $3,939+73.4% | $2,953+131.3% | $5,352+27.6% |
| Admin fee / account holder | $17 | $11,948-99.9% | $5,892-99.7% | $9,540-99.8% |