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 9-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 | $12,468 | $83,826-85.1% | - | $147,584-91.6% |
| Participation rate | 100.0% | 69.4%+30.6pp | - | 82.8%+17.2pp |
| Annual return | 0.00% | 26.57%-26.6pp | - | 578.55%-578.5pp |
| Employer contribution / active EE | $720 | $3,042-76.3% | - | $4,876-85.2% |
| Participant deferral / active EE | $10,532 | $3,987+164.2% | - | $5,439+93.6% |
| Admin fee / account holder | $0 | $6,071-100.0% | - | $10,885-100.0% |