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 | $8,503 | $97,125-91.2% | $86,233-90.1% | $137,256-93.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 23.28% | 74.19%-50.9pp | 61.39%-38.1pp | 220.34%-197.1pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,237 | $5,180-56.8% | $4,559-50.9% | $6,407-65.1% |
| Admin fee / account holder | $39 | $9,725-99.6% | $8,342-99.5% | $12,270-99.7% |