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 6-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 | $17,898 | $129,217-86.1% | $93,406-80.8% | $158,922-88.7% |
| Participation rate | 94.4% | 71.0%+23.5pp | 66.8%+27.6pp | 82.0%+12.5pp |
| Annual return | 0.00% | 118.21%-118.2pp | 78.05%-78.1pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,158 | $2,711-57.3% | $2,075-44.2% | $4,761-75.7% |
| Participant deferral / active EE | $1,706 | $3,909-56.4% | $3,126-45.4% | $5,982-71.5% |
| Admin fee / account holder | $53 | $7,383-99.3% | $5,230-99.0% | $11,246-99.5% |