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 10-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 | $37,376 | $135,952-72.5% | $123,892-69.8% | $273,961-86.4% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 0.00% | 56.63%-56.6pp | 47.52%-47.5pp | 41.45%-41.5pp |
| Employer contribution / active EE | $16,382 | $5,170+216.9% | $4,617+254.8% | $4,869+236.5% |
| Participant deferral / active EE | $9,858 | $6,343+55.4% | $5,984+64.7% | $5,287+86.4% |
| Admin fee / account holder | $37 | $9,817-99.6% | $8,357-99.6% | $10,132-99.6% |