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 | $54,939 | $27,641+98.8% | $61,373-10.5% | $68,494-19.8% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -5.93% | -13.24%+7.3pp | 338.61%-344.5pp | -7.84%+1.9pp |
| Employer contribution / active EE | $226 | $695-67.6% | $1,159-80.5% | $2,596-91.3% |
| Participant deferral / active EE | $401 | $1,263-68.2% | $2,125-81.1% | $4,027-90.0% |
| Admin fee / account holder | $0 | $2,010-100.0% | $2,130-100.0% | $5,403-100.0% |