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 | $35,693 | $142,405-74.9% | $115,157-69.0% | $152,861-76.6% |
| Participation rate | 78.3% | 82.4%-4.1pp | 75.9%+2.4pp | 82.4%-4.2pp |
| Annual return | 0.00% | 41.48%-41.5pp | 35.60%-35.6pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,337 | $4,010-66.7% | $3,179-57.9% | $4,762-71.9% |
| Participant deferral / active EE | $4,594 | $5,164-11.0% | $4,168+10.2% | $5,850-21.5% |
| Admin fee / account holder | $300 | $8,462-96.5% | $7,088-95.8% | $11,596-97.4% |