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 4-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 | $21,917 | $73,867-70.3% | $143,757-84.8% | $68,494-68.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | 0.00% | 1.01%-1.0pp | -0.04%0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $2,033 | $3,184-36.2% | $4,951-58.9% | $2,596-21.7% |
| Participant deferral / active EE | $2,214 | $3,384-34.6% | $5,637-60.7% | $4,027-45.0% |
| Admin fee / account holder | $175 | $5,755-97.0% | $14,673-98.8% | $5,403-96.8% |