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 | $22,765 | $176,056-87.1% | $159,436-85.7% | $167,490-86.4% |
| Participation rate | 85.7% | 84.9%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 0.00% | 331.75%-331.7pp | 263.57%-263.6pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,966 | $5,297-62.9% | $4,829-59.3% | $4,837-59.4% |
| Participant deferral / active EE | $4,283 | $7,750-44.7% | $7,352-41.7% | $6,341-32.5% |
| Admin fee / account holder | $59 | $12,554-99.5% | $10,799-99.5% | $12,309-99.5% |