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 7-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 | $4,241 | $65,375-93.5% | - | $152,861-97.2% |
| Participation rate | 80.0% | 72.6%+7.4pp | - | 82.4%-2.4pp |
| Annual return | 0.00% | 27.96%-28.0pp | - | 345.32%-345.3pp |
| Employer contribution / active EE | $1,131 | $2,747-58.8% | - | $4,762-76.3% |
| Participant deferral / active EE | $2,080 | $4,110-49.4% | - | $5,850-64.5% |
| Admin fee / account holder | $4 | $4,607-99.9% | - | $11,596-100.0% |