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 | $20,011 | $129,942-84.6% | $104,294-80.8% | $134,475-85.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | 0.00% | 42.03%-42.0pp | 24.61%-24.6pp | 417.96%-418.0pp |
| Employer contribution / active EE | $4,976 | $4,184+18.9% | $3,372+47.6% | $4,740+5.0% |
| Participant deferral / active EE | $8,408 | $5,588+50.5% | $4,625+81.8% | $6,400+31.4% |
| Admin fee / account holder | $48 | $9,323-99.5% | $7,339-99.3% | $11,426-99.6% |