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 | $9,822 | $77,899-87.4% | $149,673-93.4% | $75,163-86.9% |
| Participation rate | 81.4% | 65.6%+15.8pp | 78.8%+2.6pp | 67.2%+14.2pp |
| Annual return | 0.00% | 31.72%-31.7pp | 134.42%-134.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,056 | $3,411-39.7% | $5,680-63.8% | $4,125-50.2% |
| Admin fee / account holder | $39 | $5,956-99.3% | $13,210-99.7% | $5,651-99.3% |