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 4-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 | $56,725 | $203,436-72.1% | $152,466-62.8% | $167,490-66.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 0.00% | 13.80%-13.8pp | 757.33%-757.3pp | 478.56%-478.6pp |
| Employer contribution / active EE | $3,295 | $5,220-36.9% | $4,327-23.9% | $4,837-31.9% |
| Participant deferral / active EE | $6,564 | $6,716-2.3% | $5,820+12.8% | $6,341+3.5% |
| Admin fee / account holder | $0 | $22,506-100.0% | $15,805-100.0% | $12,309-100.0% |