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 8-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 | $69,613 | $90,600-23.2% | $79,464-12.4% | $135,375-48.6% |
| Participation rate | 90.9% | 76.0%+14.9pp | 73.3%+17.6pp | 82.6%+8.3pp |
| Annual return | 0.00% | 977.43%-977.4pp | 718.14%-718.1pp | 519.73%-519.7pp |
| Employer contribution / active EE | $2,299 | $3,068-25.1% | $2,800-17.9% | $4,779-51.9% |
| Participant deferral / active EE | $8,607 | $4,050+112.5% | $3,704+132.4% | $5,609+53.5% |
| Admin fee / account holder | $273 | $5,907-95.4% | $5,113-94.7% | $10,827-97.5% |