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 | $17,571 | $45,073-61.0% | $69,455-74.7% | $72,985-75.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 0.00% | 22.65%-22.6pp | 28.97%-29.0pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,708 | $2,054-16.8% | $2,779-38.5% | $2,440-30.0% |
| Participant deferral / active EE | $2,744 | $2,602+5.5% | $3,535-22.4% | $3,607-23.9% |
| Admin fee / account holder | $295 | $3,056-90.4% | $3,839-92.3% | $5,124-94.3% |