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 4-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 | $48,368 | $95,862-49.5% | $79,550-39.2% | $134,475-64.0% |
| Participation rate | 78.6% | 75.0%+3.5pp | 69.5%+9.1pp | 81.2%-2.7pp |
| Annual return | 0.00% | -2.69%+2.7pp | 0.16%-0.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,723 | $3,128-13.0% | $2,413+12.8% | $4,740-42.6% |
| Participant deferral / active EE | $5,433 | $4,693+15.8% | $3,985+36.3% | $6,400-15.1% |
| Admin fee / account holder | $266 | $9,126-97.1% | $6,832-96.1% | $11,426-97.7% |