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 4-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 | $76,112 | $209,411-63.7% | $178,490-57.4% | $158,922-52.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 0.00% | 188.75%-188.8pp | 151.07%-151.1pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,397 | $5,706-75.5% | $5,011-72.1% | $4,761-70.7% |
| Participant deferral / active EE | $4,761 | $5,954-20.0% | $5,202-8.5% | $5,982-20.4% |
| Admin fee / account holder | $262 | $17,074-98.5% | $13,984-98.1% | $11,246-97.7% |