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 | $23,838 | $157,256-84.8% | $141,162-83.1% | $152,861-84.4% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 0.00% | 64.32%-64.3pp | 71.39%-71.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,413 | $5,261-73.1% | $4,735-70.2% | $4,762-70.3% |
| Participant deferral / active EE | $5,755 | $7,109-19.1% | $6,709-14.2% | $5,850-1.6% |
| Admin fee / account holder | $12 | $12,120-99.9% | $10,261-99.9% | $11,596-99.9% |