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 9-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 | $27,020 | $99,652-72.9% | $78,778-65.7% | $147,584-81.7% |
| Participation rate | 71.4% | 76.2%-4.8pp | 69.2%+2.2pp | 82.8%-11.4pp |
| Annual return | 0.00% | 47.28%-47.3pp | 35.62%-35.6pp | 578.55%-578.5pp |
| Employer contribution / active EE | $352 | $2,796-87.4% | $1,986-82.3% | $4,876-92.8% |
| Participant deferral / active EE | $783 | $3,664-78.6% | $2,958-73.5% | $5,439-85.6% |
| Admin fee / account holder | $5 | $7,155-99.9% | $5,134-99.9% | $10,885-100.0% |