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 6-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 | $21,365 | $115,882-81.6% | $100,516-78.7% | $158,922-86.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 0.00% | 34.79%-34.8pp | 30.89%-30.9pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,504 | $4,103-63.4% | $3,418-56.0% | $4,761-68.4% |
| Participant deferral / active EE | $19,500 | $6,674+192.2% | $6,270+211.0% | $5,982+226.0% |
| Admin fee / account holder | $2 | $10,995-100.0% | $8,081-100.0% | $11,246-100.0% |