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 8-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 | $25,000 | $63,346-60.5% | $92,233-72.9% | $70,131-64.4% |
| Participation rate | 89.7% | 68.7%+21.0pp | 76.5%+13.2pp | 69.5%+20.1pp |
| Annual return | 0.00% | 530.12%-530.1pp | 176.28%-176.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $2,210 | $2,471-10.6% | $3,679-39.9% | $2,342-5.6% |
| Participant deferral / active EE | $5,117 | $2,854+79.3% | $3,897+31.3% | $3,332+53.6% |
| Admin fee / account holder | $104 | $3,840-97.3% | $5,194-98.0% | $4,645-97.8% |