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 | $14,121 | $106,584-86.8% | $101,326-86.1% | $142,382-90.1% |
| Participation rate | 76.9% | 82.7%-5.8pp | 81.5%-4.6pp | 80.1%-3.2pp |
| Annual return | 0.00% | 36.93%-36.9pp | 36.82%-36.8pp | 217.08%-217.1pp |
| Employer contribution / active EE | $2,170 | $3,956-45.1% | $3,665-40.8% | $4,299-49.5% |
| Participant deferral / active EE | $7,864 | $8,297-5.2% | $7,994-1.6% | $6,507+20.9% |
| Admin fee / account holder | $101 | $11,446-99.1% | $11,185-99.1% | $12,624-99.2% |