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 | $3,196 | $25,979-87.7% | $71,735-95.5% | $68,494-95.3% |
| Participation rate | 73.9% | 54.5%+19.4pp | 62.3%+11.6pp | 67.9%+6.0pp |
| Annual return | 0.00% | -15.10%+15.1pp | 9.14%-9.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,063 | $900+18.1% | $1,704-37.6% | $2,596-59.1% |
| Participant deferral / active EE | $1,559 | $1,522+2.4% | $2,658-41.3% | $4,027-61.3% |
| Admin fee / account holder | $9 | $2,022-99.6% | $3,974-99.8% | $5,403-99.8% |