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 3-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 | $11,030 | $97,744-88.7% | $103,476-89.3% | $145,922-92.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 0.00% | 25.41%-25.4pp | 23.90%-23.9pp | 561.29%-561.3pp |
| Employer contribution / active EE | $7,514 | $4,677+60.7% | $4,672+60.8% | $4,660+61.3% |
| Participant deferral / active EE | $5,463 | $6,603-17.3% | $6,623-17.5% | $6,688-18.3% |
| Admin fee / account holder | $3 | $12,515-100.0% | $9,413-100.0% | $13,397-100.0% |