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 4-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 | $47,546 | $100,754-52.8% | $86,677-45.1% | $134,475-64.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 0.00% | 29.04%-29.0pp | 35.91%-35.9pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,799 | $3,489-48.4% | $2,836-36.6% | $4,740-62.0% |
| Participant deferral / active EE | $2,755 | $5,338-48.4% | $4,656-40.8% | $6,400-56.9% |
| Admin fee / account holder | $15 | $10,926-99.9% | $7,493-99.8% | $11,426-99.9% |