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 | $21,531 | $99,032-78.3% | $80,019-73.1% | $135,375-84.1% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 0.00% | 15.39%-15.4pp | 11.22%-11.2pp | 519.73%-519.7pp |
| Employer contribution / active EE | $5,151 | $3,043+69.3% | $2,468+108.7% | $4,779+7.8% |
| Participant deferral / active EE | $11,288 | $4,282+163.6% | $3,686+206.3% | $5,609+101.3% |
| Admin fee / account holder | $298 | $10,436-97.1% | $6,521-95.4% | $10,827-97.2% |