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 | $28,184 | $84,487-66.6% | $125,339-77.5% | $66,914-57.9% |
| Participation rate | 82.0% | 76.4%+5.5pp | 82.4%-0.4pp | 69.8%+12.2pp |
| Annual return | 0.00% | -8.39%+8.4pp | 572.05%-572.1pp | 1.58%-1.6pp |
| Employer contribution / active EE | $9,823 | $3,553+176.5% | $4,814+104.1% | $2,544+286.1% |
| Participant deferral / active EE | $11,077 | $6,781+63.4% | $7,446+48.8% | $4,237+161.5% |
| Admin fee / account holder | $229 | $685-66.5% | $10,010-97.7% | $593-61.3% |