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 | $52,849 | $104,486-49.4% | $76,817-31.2% | $152,861-65.4% |
| Participation rate | 90.5% | 76.6%+13.9pp | 72.1%+18.4pp | 82.4%+8.0pp |
| Annual return | 0.00% | 1013.37%-1013.4pp | 1166.11%-1166.1pp | 345.32%-345.3pp |
| Employer contribution / active EE | $434 | $3,116-86.1% | $2,302-81.1% | $4,762-90.9% |
| Participant deferral / active EE | $823 | $4,236-80.6% | $3,336-75.3% | $5,850-85.9% |
| Admin fee / account holder | $0 | $12,275-100.0% | $6,420-100.0% | $11,596-100.0% |