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 4-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 | $23,796 | $82,664-71.2% | $125,339-81.0% | $68,494-65.3% |
| Participation rate | 91.4% | 75.0%+16.4pp | 82.4%+9.1pp | 67.9%+23.5pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.05%-572.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $3,631 | $3,381+7.4% | $4,814-24.6% | $2,596+39.9% |
| Participant deferral / active EE | $6,266 | $6,110+2.5% | $7,446-15.8% | $4,027+55.6% |
| Admin fee / account holder | $106 | $6,275-98.3% | $10,010-98.9% | $5,403-98.0% |