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 | $21,070 | $124,281-83.0% | $109,143-80.7% | $167,490-87.4% |
| Participation rate | 88.9% | 79.4%+9.4pp | 75.9%+13.0pp | 82.1%+6.8pp |
| Annual return | 10.70% | 26.04%-15.3pp | 25.75%-15.1pp | 478.56%-467.9pp |
| Employer contribution / active EE | $11,111 | $4,207+164.1% | $3,722+198.5% | $4,837+129.7% |
| Participant deferral / active EE | $0 | $5,255-100.0% | $4,653-100.0% | $6,341-100.0% |
| Admin fee / account holder | $65 | $7,970-99.2% | $6,752-99.0% | $12,309-99.5% |