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 | $83,028 | $54,762+51.6% | $90,281-8.0% | $72,985+13.8% |
| Participation rate | 80.0% | 65.1%+14.9pp | 73.3%+6.7pp | 69.5%+10.5pp |
| Annual return | 0.00% | 30.63%-30.6pp | 78.10%-78.1pp | 81.00%-81.0pp |
| Employer contribution / active EE | $916 | $2,092-56.2% | $2,854-67.9% | $2,440-62.4% |
| Participant deferral / active EE | $2,381 | $2,887-17.5% | $3,885-38.7% | $3,607-34.0% |
| Admin fee / account holder | $0 | $3,972-100.0% | $5,351-100.0% | $5,124-100.0% |