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 7-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 | $15,439 | $102,966-85.0% | $90,281-82.9% | $152,861-89.9% |
| Participation rate | 77.8% | 75.9%+1.9pp | 73.3%+4.5pp | 82.4%-4.7pp |
| Annual return | 0.00% | 95.16%-95.2pp | 78.10%-78.1pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,391 | $3,139-55.7% | $2,854-51.3% | $4,762-70.8% |
| Participant deferral / active EE | $3,286 | $4,281-23.2% | $3,885-15.4% | $5,850-43.8% |
| Admin fee / account holder | $36 | $6,171-99.4% | $5,351-99.3% | $11,596-99.7% |