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 3-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 | $37,082 | $95,561-61.2% | $77,163-51.9% | $139,434-73.4% |
| Participation rate | 90.5% | 73.9%+16.5pp | 69.6%+20.9pp | 80.3%+10.2pp |
| Annual return | 0.00% | 54.92%-54.9pp | 37.87%-37.9pp | 372.94%-372.9pp |
| Employer contribution / active EE | $2,418 | $3,147-23.2% | $2,535-4.6% | $4,751-49.1% |
| Participant deferral / active EE | $4,723 | $4,624+2.1% | $3,833+23.2% | $6,710-29.6% |
| Admin fee / account holder | $148 | $8,295-98.2% | $5,472-97.3% | $11,403-98.7% |