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 5-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 | $107,301 | $103,376+3.8% | $87,100+23.2% | $152,861-29.8% |
| Participation rate | 91.7% | 79.3%+12.3pp | 76.9%+14.8pp | 82.4%+9.2pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.32%-345.3pp |
| Employer contribution / active EE | $5,540 | $3,220+72.0% | $2,521+119.7% | $4,762+16.3% |
| Participant deferral / active EE | $3,285 | $4,778-31.3% | $4,049-18.9% | $5,850-43.9% |
| Admin fee / account holder | $146 | $12,205-98.8% | $7,497-98.0% | $11,596-98.7% |