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 | $42,295 | $118,919-64.4% | $88,538-52.2% | $152,861-72.3% |
| Participation rate | 100.0% | 73.4%+26.6pp | 68.7%+31.3pp | 82.4%+17.6pp |
| Annual return | 0.00% | 47.92%-47.9pp | 43.64%-43.6pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,764 | $2,669-33.9% | $2,098-15.9% | $4,762-63.0% |
| Participant deferral / active EE | $6,978 | $3,549+96.6% | $2,914+139.5% | $5,850+19.3% |
| Admin fee / account holder | $112 | $5,876-98.1% | $4,310-97.4% | $11,596-99.0% |