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 4-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 | $23,629 | $138,044-82.9% | $125,339-81.1% | $134,475-82.4% |
| Participation rate | 93.3% | 84.5%+8.8pp | 82.4%+11.0pp | 81.2%+12.1pp |
| Annual return | 0.00% | 750.33%-750.3pp | 572.05%-572.1pp | 417.96%-418.0pp |
| Employer contribution / active EE | $8,913 | $5,243+70.0% | $4,814+85.2% | $4,740+88.1% |
| Participant deferral / active EE | $12,575 | $7,799+61.2% | $7,446+68.9% | $6,400+96.5% |
| Admin fee / account holder | $166 | $11,571-98.6% | $10,010-98.3% | $11,426-98.5% |