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 | $22,840 | $121,625-81.2% | $104,607-78.2% | $158,922-85.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 0.00% | 465.26%-465.3pp | 340.46%-340.5pp | 302.83%-302.8pp |
| Employer contribution / active EE | $6,191 | $3,163+95.7% | $2,681+131.0% | $4,761+30.0% |
| Participant deferral / active EE | $14,842 | $4,177+255.3% | $3,740+296.9% | $5,982+148.1% |
| Admin fee / account holder | $9 | $7,787-99.9% | $6,473-99.9% | $11,246-99.9% |