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 | $22,037 | $92,703-76.2% | $82,719-73.4% | $134,475-83.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 0.00% | 944.92%-944.9pp | 701.18%-701.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,241 | $3,274-62.1% | $3,009-58.8% | $4,740-73.8% |
| Participant deferral / active EE | $5,113 | $4,802+6.5% | $4,395+16.3% | $6,400-20.1% |
| Admin fee / account holder | $75 | $5,983-98.7% | $5,329-98.6% | $11,426-99.3% |