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 3-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 | $90,000 | $93,571-3.8% | $135,903-33.8% | $75,163+19.7% |
| Participation rate | 98.4% | 75.2%+23.2pp | 81.9%+16.5pp | 67.2%+31.2pp |
| Annual return | 0.00% | 30.90%-30.9pp | 68.23%-68.2pp | 160.62%-160.6pp |
| Employer contribution / active EE | $2,279 | $3,537-35.5% | $4,856-53.1% | $2,670-14.6% |
| Participant deferral / active EE | $3,484 | $6,404-45.6% | $7,758-55.1% | $4,125-15.6% |
| Admin fee / account holder | $191 | $6,975-97.3% | $10,762-98.2% | $5,651-96.6% |