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 | $31,870 | $103,376-69.2% | $87,100-63.4% | $152,861-79.2% |
| Participation rate | 90.0% | 79.3%+10.7pp | 76.9%+13.1pp | 82.4%+7.6pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.32%-345.3pp |
| Employer contribution / active EE | $876 | $3,220-72.8% | $2,521-65.3% | $4,762-81.6% |
| Participant deferral / active EE | $1,948 | $4,778-59.2% | $4,049-51.9% | $5,850-66.7% |
| Admin fee / account holder | $13 | $12,205-99.9% | $7,497-99.8% | $11,596-99.9% |