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 | $74,577 | $53,777+38.7% | $134,143-44.4% | $79,858-6.6% |
| Participation rate | 93.8% | 58.8%+35.0pp | 72.2%+21.6pp | 69.6%+24.1pp |
| Annual return | 0.00% | 19.01%-19.0pp | 36.33%-36.3pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,954 | $1,321+47.9% | $3,704-47.2% | $2,471-20.9% |
| Participant deferral / active EE | $2,273 | $2,420-6.1% | $3,499-35.0% | $3,740-39.2% |
| Admin fee / account holder | $100 | $3,984-97.5% | $6,684-98.5% | $5,306-98.1% |