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 | $91,769 | $175,202-47.6% | $149,673-38.7% | $139,434-34.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 0.00% | 166.71%-166.7pp | 134.42%-134.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $4,061 | $5,474-25.8% | $4,818-15.7% | $4,751-14.5% |
| Participant deferral / active EE | $8,608 | $6,519+32.0% | $5,680+51.5% | $6,710+28.3% |
| Admin fee / account holder | $201 | $16,150-98.8% | $13,210-98.5% | $11,403-98.2% |