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 10-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 | $30,721 | $30,7320% | $59,496-48.4% | $59,632-48.5% |
| Participation rate | 92.3% | 43.2%+49.1pp | 54.6%+37.7pp | 68.7%+23.6pp |
| Annual return | 0.17% | 4.47%-4.3pp | 182.05%-181.9pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,153-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,403 | $1,183+103.1% | $1,829+31.4% | $3,192-24.7% |
| Admin fee / account holder | $57 | $2,136-97.3% | $2,232-97.4% | $4,297-98.7% |