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 | $4,325 | $25,979-83.4% | $71,735-94.0% | $68,494-93.7% |
| Participation rate | 85.2% | 54.5%+30.7pp | 62.3%+22.9pp | 67.9%+17.3pp |
| Annual return | 0.00% | -15.10%+15.1pp | 9.14%-9.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,158 | $900+28.7% | $1,704-32.0% | $2,596-55.4% |
| Participant deferral / active EE | $3,412 | $1,522+124.2% | $2,658+28.4% | $4,027-15.3% |
| Admin fee / account holder | $235 | $2,022-88.4% | $3,974-94.1% | $5,403-95.6% |