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 8-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 | $4,201 | $27,641-84.8% | $61,373-93.2% | $68,494-93.9% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -21.06% | -13.24%-7.8pp | 338.61%-359.7pp | -7.84%-13.2pp |
| Employer contribution / active EE | $536 | $695-22.9% | $1,159-53.8% | $2,596-79.4% |
| Participant deferral / active EE | $1,854 | $1,263+46.8% | $2,125-12.7% | $4,027-54.0% |
| Admin fee / account holder | $41 | $2,010-98.0% | $2,130-98.1% | $5,403-99.2% |