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 | $31,123 | $67,411-53.8% | $91,001-65.8% | $70,131-55.6% |
| Participation rate | 92.3% | 71.4%+20.9pp | 75.6%+16.7pp | 69.5%+22.8pp |
| Annual return | 0.00% | -40.16%+40.2pp | 4.60%-4.6pp | 73.14%-73.1pp |
| Employer contribution / active EE | $708 | $1,786-60.4% | $2,456-71.2% | $2,342-69.8% |
| Participant deferral / active EE | $1,866 | $2,823-33.9% | $3,547-47.4% | $3,332-44.0% |
| Admin fee / account holder | $272 | $4,236-93.6% | $5,417-95.0% | $4,645-94.1% |