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 5-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 | $20,809 | $127,264-83.6% | $109,895-81.1% | $167,490-87.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 0.00% | 22.97%-23.0pp | 29.45%-29.5pp | 478.56%-478.6pp |
| Employer contribution / active EE | $10,276 | $3,322+209.3% | $2,842+261.5% | $4,837+112.4% |
| Participant deferral / active EE | $7,779 | $4,514+72.3% | $4,048+92.2% | $6,341+22.7% |
| Admin fee / account holder | $114 | $7,114-98.4% | $6,066-98.1% | $12,309-99.1% |