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 9-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 | $37,308 | $98,240-62.0% | $82,313-54.7% | $147,584-74.7% |
| Participation rate | 87.5% | 79.7%+7.8pp | 76.9%+10.6pp | 82.8%+4.7pp |
| Annual return | 0.00% | 30.85%-30.9pp | 25.88%-25.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,626 | $3,192-49.1% | $2,428-33.0% | $4,876-66.7% |
| Participant deferral / active EE | $5,788 | $4,383+32.0% | $3,706+56.2% | $5,439+6.4% |
| Admin fee / account holder | $18 | $8,563-99.8% | $5,608-99.7% | $10,885-99.8% |