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 5-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 | $22,072 | $62,573-64.7% | $85,682-74.2% | $85,850-74.3% |
| Participation rate | 71.4% | 61.1%+10.3pp | 69.9%+1.6pp | 69.3%+2.1pp |
| Annual return | 0.00% | 23.77%-23.8pp | 21.49%-21.5pp | 318.53%-318.5pp |
| Employer contribution / active EE | $753 | $1,757-57.2% | $2,618-71.3% | $2,565-70.7% |
| Participant deferral / active EE | $1,321 | $2,802-52.9% | $3,923-66.3% | $3,952-66.6% |
| Admin fee / account holder | $87 | $4,640-98.1% | $6,873-98.7% | $6,260-98.6% |