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 | $42,096 | $148,534-71.7% | $135,903-69.0% | $139,434-69.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 0.00% | 79.19%-79.2pp | 68.23%-68.2pp | 372.94%-372.9pp |
| Employer contribution / active EE | $2,832 | $5,243-46.0% | $4,856-41.7% | $4,751-40.4% |
| Participant deferral / active EE | $7,507 | $8,100-7.3% | $7,758-3.2% | $6,710+11.9% |
| Admin fee / account holder | $87 | $12,400-99.3% | $10,762-99.2% | $11,403-99.2% |