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 5-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 | $95,189 | $118,849-19.9% | $96,562-1.4% | $167,490-43.2% |
| Participation rate | 91.7% | 75.5%+16.2pp | 69.8%+21.9pp | 82.1%+9.6pp |
| Annual return | 0.00% | 50.49%-50.5pp | 37.78%-37.8pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,206 | $3,120-61.3% | $2,356-48.8% | $4,837-75.1% |
| Participant deferral / active EE | $3,528 | $4,616-23.6% | $3,849-8.4% | $6,341-44.4% |
| Admin fee / account holder | $77 | $8,065-99.0% | $6,181-98.7% | $12,309-99.4% |