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 4-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 | $23,003 | $42,894-46.4% | $60,874-62.2% | $68,494-66.4% |
| Participation rate | 84.0% | 66.8%+17.2pp | 73.1%+10.9pp | 67.9%+16.1pp |
| Annual return | 0.00% | -13.98%+14.0pp | 16.90%-16.9pp | -7.84%+7.8pp |
| Employer contribution / active EE | $3,825 | $1,978+93.3% | $2,701+41.6% | $2,596+47.3% |
| Participant deferral / active EE | $11,697 | $2,867+308.0% | $3,817+206.5% | $4,027+190.5% |
| Admin fee / account holder | $0 | $3,101-100.0% | $3,224-100.0% | $5,403-100.0% |