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 | $118,903 | $106,890+11.2% | $84,015+41.5% | $152,861-22.2% |
| Participation rate | 72.7% | 75.2%-2.5pp | 69.0%+3.7pp | 82.4%-9.7pp |
| Annual return | 0.00% | 104.99%-105.0pp | 71.31%-71.3pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,843 | $2,734-32.6% | $1,983-7.1% | $4,762-61.3% |
| Participant deferral / active EE | $5,123 | $4,011+27.7% | $3,239+58.2% | $5,850-12.4% |
| Admin fee / account holder | $26 | $8,285-99.7% | $6,101-99.6% | $11,596-99.8% |