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 | $13,140 | $106,515-87.7% | $96,683-86.4% | $139,434-90.6% |
| Participation rate | 76.5% | 77.8%-1.4pp | 74.3%+2.1pp | 80.3%-3.8pp |
| Annual return | 0.00% | 38.43%-38.4pp | 35.69%-35.7pp | 372.94%-372.9pp |
| Employer contribution / active EE | $2,870 | $4,103-30.1% | $3,737-23.2% | $4,751-39.6% |
| Participant deferral / active EE | $7,161 | $5,454+31.3% | $4,878+46.8% | $6,710+6.7% |
| Admin fee / account holder | $26 | $7,877-99.7% | $6,730-99.6% | $11,403-99.8% |