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 7-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 | $14,001 | $52,279-73.2% | $89,391-84.3% | $79,858-82.5% |
| Participation rate | 92.0% | 57.5%+34.5pp | 68.0%+24.0pp | 69.6%+22.4pp |
| Annual return | 0.00% | 22.16%-22.2pp | 245.62%-245.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $9,721 | $1,572+518.5% | $2,586+276.0% | $2,471+293.4% |
| Participant deferral / active EE | $3,199 | $2,740+16.8% | $3,890-17.7% | $3,740-14.5% |
| Admin fee / account holder | $35 | $3,356-98.9% | $4,881-99.3% | $5,306-99.3% |