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 10-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 | $50,502 | $85,766-41.1% | $136,294-62.9% | $70,131-28.0% |
| Participation rate | 77.8% | 74.2%+3.6pp | 81.9%-4.1pp | 69.5%+8.2pp |
| Annual return | 0.00% | 31.45%-31.5pp | 5155.94%-5155.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $2,767 | $2,966-6.7% | $4,695-41.1% | $2,342+18.1% |
| Participant deferral / active EE | $6,424 | $5,051+27.2% | $6,247+2.8% | $3,332+92.8% |
| Admin fee / account holder | $34 | $5,420-99.4% | $9,243-99.6% | $4,645-99.3% |