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 | $45,560 | $65,409-30.3% | $98,442-53.7% | $85,850-46.9% |
| Participation rate | 92.6% | 65.0%+27.6pp | 73.3%+19.3pp | 69.3%+23.3pp |
| Annual return | 0.00% | 21.76%-21.8pp | 1492.73%-1492.7pp | 318.53%-318.5pp |
| Employer contribution / active EE | $793 | $2,168-63.4% | $2,960-73.2% | $2,565-69.1% |
| Participant deferral / active EE | $1,930 | $3,166-39.1% | $4,276-54.9% | $3,952-51.2% |
| Admin fee / account holder | $35 | $4,593-99.2% | $5,949-99.4% | $6,260-99.4% |