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 | $11,779 | $27,915-57.8% | $58,482-79.9% | $75,163-84.3% |
| Participation rate | 96.5% | 38.8%+57.7pp | 50.9%+45.6pp | 67.2%+29.3pp |
| Annual return | 0.00% | 44.20%-44.2pp | 4239.32%-4239.3pp | 160.62%-160.6pp |
| Employer contribution / active EE | $279 | $669-58.4% | $1,053-73.6% | $2,670-89.6% |
| Participant deferral / active EE | $358 | $1,201-70.2% | $1,924-81.4% | $4,125-91.3% |
| Admin fee / account holder | $0 | $1,726-100.0% | $2,516-100.0% | $5,651-100.0% |