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 | $20,712 | $99,020-79.1% | $86,590-76.1% | $147,584-86.0% |
| Participation rate | 72.2% | 76.3%-4.1pp | 73.5%-1.3pp | 82.8%-10.6pp |
| Annual return | 0.00% | 1312.34%-1312.3pp | 964.84%-964.8pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,050 | $3,132-66.5% | $2,839-63.0% | $4,876-78.5% |
| Participant deferral / active EE | $966 | $3,972-75.7% | $3,609-73.2% | $5,439-82.2% |
| Admin fee / account holder | $58 | $5,710-99.0% | $4,906-98.8% | $10,885-99.5% |