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 | $11,066 | $73,867-85.0% | $143,757-92.3% | $68,494-83.8% |
| Participation rate | 83.8% | 66.7%+17.1pp | 80.3%+3.5pp | 67.9%+15.9pp |
| Annual return | 0.00% | 1.01%-1.0pp | -0.04%0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $2,267 | $3,184-28.8% | $4,951-54.2% | $2,596-12.7% |
| Participant deferral / active EE | $4,503 | $3,384+33.0% | $5,637-20.1% | $4,027+11.8% |
| Admin fee / account holder | $0 | $5,755-100.0% | $14,673-100.0% | $5,403-100.0% |