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 8-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 | $20,807 | $77,419-73.1% | $69,455-70.0% | $152,861-86.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 0.00% | 39.06%-39.1pp | 28.97%-29.0pp | 345.32%-345.3pp |
| Employer contribution / active EE | $10,413 | $3,315+214.1% | $2,779+274.7% | $4,762+118.7% |
| Participant deferral / active EE | $4,982 | $4,414+12.9% | $3,535+40.9% | $5,850-14.8% |
| Admin fee / account holder | $40 | $6,207-99.4% | $3,839-99.0% | $11,596-99.7% |