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 | $15,815 | $108,172-85.4% | $77,482-79.6% | $158,922-90.0% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 0.00% | 31.67%-31.7pp | 54.79%-54.8pp | 302.83%-302.8pp |
| Employer contribution / active EE | $3,284 | $1,325+147.9% | $986+232.9% | $4,761-31.0% |
| Participant deferral / active EE | $10,008 | $2,456+307.5% | $1,861+437.7% | $5,982+67.3% |
| Admin fee / account holder | $27 | $3,708-99.3% | $2,858-99.1% | $11,246-99.8% |