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 | $33,035 | $89,355-63.0% | $141,162-76.6% | $72,985-54.7% |
| Participation rate | 91.3% | 75.1%+16.2pp | 82.5%+8.8pp | 69.5%+21.8pp |
| Annual return | 0.00% | 111.85%-111.8pp | 71.39%-71.4pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,347 | $3,114-56.7% | $4,735-71.5% | $2,440-44.8% |
| Participant deferral / active EE | $3,517 | $5,418-35.1% | $6,709-47.6% | $3,607-2.5% |
| Admin fee / account holder | $86 | $5,958-98.6% | $10,261-99.2% | $5,124-98.3% |