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 5-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 | $55,144 | $98,750-44.2% | $149,696-63.2% | $79,858-30.9% |
| Participation rate | 79.4% | 75.8%+3.6pp | 82.5%-3.1pp | 69.6%+9.8pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.60%-276.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,752 | $3,216-45.5% | $4,644-62.3% | $2,471-29.1% |
| Participant deferral / active EE | $3,977 | $5,680-30.0% | $6,842-41.9% | $3,740+6.3% |
| Admin fee / account holder | $255 | $6,053-95.8% | $9,309-97.3% | $5,306-95.2% |