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 | $35,011 | $167,484-79.1% | $151,611-76.9% | $134,475-74.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 0.00% | 7.80%-7.8pp | 3.33%-3.3pp | 417.96%-418.0pp |
| Employer contribution / active EE | $3,338 | $6,829-51.1% | $6,166-45.9% | $4,740-29.6% |
| Participant deferral / active EE | $6,676 | $8,986-25.7% | $8,363-20.2% | $6,400+4.3% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |