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 10-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 | $52,533 | $56,199-6.5% | $67,652-22.3% | $59,632-11.9% |
| Participation rate | 92.0% | 71.5%+20.5pp | 75.7%+16.3pp | 68.7%+23.3pp |
| Annual return | 0.05% | 18505.31%-18505.3pp | 6625.04%-6625.0pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $473 | $1,614-70.7% | $2,266-79.1% | $2,203-78.5% |
| Participant deferral / active EE | $1,954 | $2,844-31.3% | $3,560-45.1% | $3,192-38.8% |
| Admin fee / account holder | $58 | $3,958-98.5% | $4,821-98.8% | $4,297-98.7% |