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 3-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 | $20,328 | $133,958-84.8% | $112,228-81.9% | $134,475-84.9% |
| Participation rate | 76.5% | 78.6%-2.1pp | 75.1%+1.4pp | 81.2%-4.8pp |
| Annual return | 0.00% | 47.11%-47.1pp | 27.45%-27.4pp | 417.96%-418.0pp |
| Employer contribution / active EE | $3,161 | $4,038-21.7% | $3,635-13.0% | $4,740-33.3% |
| Participant deferral / active EE | $8,861 | $5,291+67.5% | $4,728+87.4% | $6,400+38.5% |
| Admin fee / account holder | $196 | $7,489-97.4% | $6,410-96.9% | $11,426-98.3% |