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 10-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 | $67,484 | $93,346-27.7% | $71,796-6.0% | $273,961-75.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 0.00% | 130.39%-130.4pp | 78.04%-78.0pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,317 | $2,733-51.8% | $1,924-31.5% | $4,869-72.9% |
| Participant deferral / active EE | $7,689 | $3,475+121.2% | $2,794+175.1% | $5,287+45.4% |
| Admin fee / account holder | $146 | $6,571-97.8% | $4,815-97.0% | $10,132-98.6% |