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 | $55,689 | $102,616-45.7% | $81,983-32.1% | $158,922-65.0% |
| Participation rate | 87.5% | 75.5%+12.0pp | 69.2%+18.3pp | 82.0%+5.5pp |
| Annual return | 0.00% | 61.04%-61.0pp | 41.31%-41.3pp | 302.83%-302.8pp |
| Employer contribution / active EE | $0 | $3,240-100.0% | $2,498-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,335 | $4,648-71.3% | $3,722-64.1% | $5,982-77.7% |
| Admin fee / account holder | $51 | $8,235-99.4% | $5,664-99.1% | $11,246-99.5% |