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 3-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 | $30,176 | $157,256-80.8% | $141,162-78.6% | $152,861-80.3% |
| Participation rate | 94.1% | 84.8%+9.3pp | 82.5%+11.6pp | 82.4%+11.7pp |
| Annual return | 0.00% | 64.32%-64.3pp | 71.39%-71.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,061 | $5,261-60.8% | $4,735-56.5% | $4,762-56.7% |
| Participant deferral / active EE | $4,807 | $7,109-32.4% | $6,709-28.3% | $5,850-17.8% |
| Admin fee / account holder | $128 | $12,120-98.9% | $10,261-98.7% | $11,596-98.9% |