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 9-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 | $58,468 | $79,557-26.5% | $118,746-50.8% | $70,131-16.6% |
| Participation rate | 97.0% | 71.4%+25.6pp | 78.3%+18.7pp | 69.5%+27.4pp |
| Annual return | 0.00% | 25.64%-25.6pp | 24.54%-24.5pp | 73.14%-73.1pp |
| Employer contribution / active EE | $3,642 | $2,861+27.3% | $4,193-13.1% | $2,342+55.5% |
| Participant deferral / active EE | $3,096 | $4,089-24.3% | $5,332-41.9% | $3,332-7.1% |
| Admin fee / account holder | $70 | $5,374-98.7% | $10,720-99.3% | $4,645-98.5% |