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 | $4,734 | $74,888-93.7% | $71,209-93.4% | $142,382-96.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 0.00% | 345.14%-345.1pp | 282.51%-282.5pp | 217.08%-217.1pp |
| Employer contribution / active EE | $1,444 | $2,854-49.4% | $2,721-46.9% | $4,299-66.4% |
| Participant deferral / active EE | $3,193 | $4,454-28.3% | $4,175-23.5% | $6,507-50.9% |
| Admin fee / account holder | $3 | $5,568-100.0% | $5,349-99.9% | $12,624-100.0% |