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 8-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 | $21,821 | $84,233-74.1% | $170,442-87.2% | $70,131-68.9% |
| Participation rate | 97.1% | 70.8%+26.2pp | 83.6%+13.5pp | 69.5%+27.5pp |
| Annual return | 0.00% | 23.06%-23.1pp | 205.93%-205.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,554 | $3,387-54.1% | $5,433-71.4% | $2,342-33.6% |
| Participant deferral / active EE | $4,019 | $3,086+30.2% | $4,939-18.6% | $3,332+20.6% |
| Admin fee / account holder | $49 | $5,698-99.1% | $13,880-99.6% | $4,645-98.9% |