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 | $9,348 | $72,071-87.0% | $68,368-86.3% | $137,256-93.2% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 0.00% | 353.14%-353.1pp | 292.57%-292.6pp | 220.34%-220.3pp |
| Employer contribution / active EE | $693 | $2,788-75.1% | $2,649-73.8% | $4,156-83.3% |
| Participant deferral / active EE | $7,432 | $4,410+68.5% | $4,123+80.3% | $6,407+16.0% |
| Admin fee / account holder | $123 | $5,336-97.7% | $5,150-97.6% | $12,270-99.0% |