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 | $86,115 | $133,958-35.7% | $112,228-23.3% | $134,475-36.0% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | 0.00% | 47.11%-47.1pp | 27.45%-27.4pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,495 | $4,038-63.0% | $3,635-58.9% | $4,740-68.5% |
| Participant deferral / active EE | $4,270 | $5,291-19.3% | $4,728-9.7% | $6,400-33.3% |
| Admin fee / account holder | $73 | $7,489-99.0% | $6,410-98.9% | $11,426-99.4% |