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 9-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 | $93,443 | $144,119-35.2% | $117,854-20.7% | $147,584-36.7% |
| Participation rate | 71.4% | 83.4%-12.0pp | 79.7%-8.2pp | 82.8%-11.4pp |
| Annual return | 0.00% | 531.15%-531.1pp | 335.08%-335.1pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,067 | $4,896-78.2% | $3,786-71.8% | $4,876-78.1% |
| Participant deferral / active EE | $1,965 | $5,316-63.0% | $4,482-56.2% | $5,439-63.9% |
| Admin fee / account holder | $262 | $10,886-97.6% | $8,020-96.7% | $10,885-97.6% |