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 7-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 | $7,271 | $65,375-88.9% | - | $152,861-95.2% |
| Participation rate | 100.0% | 72.6%+27.4pp | - | 82.4%+17.6pp |
| Annual return | 0.00% | 27.96%-28.0pp | - | 345.32%-345.3pp |
| Employer contribution / active EE | $1,763 | $2,747-35.8% | - | $4,762-63.0% |
| Participant deferral / active EE | $5,049 | $4,110+22.8% | - | $5,850-13.7% |
| Admin fee / account holder | $14 | $4,607-99.7% | - | $11,596-99.9% |