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 | $13,246 | $95,862-86.2% | $79,550-83.3% | $134,475-90.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -0.28% | -2.69%+2.4pp | 0.16%-0.4pp | 417.96%-418.2pp |
| Employer contribution / active EE | $7,081 | $3,128+126.4% | $2,413+193.5% | $4,740+49.4% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,400-100.0% |
| Admin fee / account holder | $16 | $9,126-99.8% | $6,832-99.8% | $11,426-99.9% |