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 | $10,667 | $69,518-84.7% | $59,878-82.2% | $135,375-92.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 0.00% | 7.94%-7.9pp | 3.46%-3.5pp | 519.73%-519.7pp |
| Employer contribution / active EE | $620 | $3,235-80.8% | $2,722-77.2% | $4,779-87.0% |
| Participant deferral / active EE | $10,063 | $4,206+139.3% | $3,402+195.8% | $5,609+79.4% |
| Admin fee / account holder | $1 | $5,734-100.0% | $3,590-100.0% | $10,827-100.0% |