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 | $55,451 | $76,367-27.4% | $93,606-40.8% | $72,985-24.0% |
| Participation rate | 96.6% | 71.7%+24.8pp | 75.8%+20.7pp | 69.5%+27.1pp |
| Annual return | 0.00% | 25.82%-25.8pp | 32.76%-32.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $864 | $2,275-62.0% | $2,718-68.2% | $2,440-64.6% |
| Participant deferral / active EE | $1,898 | $3,538-46.4% | $4,069-53.4% | $3,607-47.4% |
| Admin fee / account holder | $87 | $6,838-98.7% | $7,888-98.9% | $5,124-98.3% |