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 | $21,202 | $56,110-62.2% | $94,993-77.7% | $70,131-69.8% |
| Participation rate | 86.7% | 65.0%+21.7pp | 73.9%+12.8pp | 69.5%+17.1pp |
| Annual return | 0.00% | 51.02%-51.0pp | 27.12%-27.1pp | 73.14%-73.1pp |
| Employer contribution / active EE | $3,145 | $1,442+118.1% | $2,603+20.8% | $2,342+34.3% |
| Participant deferral / active EE | $4,594 | $2,391+92.1% | $3,317+38.5% | $3,332+37.9% |
| Admin fee / account holder | $0 | $3,456-100.0% | $4,960-100.0% | $4,645-100.0% |