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 | $1,752 | $22,587-92.2% | $65,255-97.3% | $75,163-97.7% |
| Participation rate | 73.7% | 63.1%+10.6pp | 65.0%+8.7pp | 67.2%+6.5pp |
| Annual return | 0.00% | 71.03%-71.0pp | 47.35%-47.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $752 | $941-20.0% | $1,691-55.5% | $2,670-71.8% |
| Participant deferral / active EE | $1,513 | $1,695-10.7% | $2,831-46.5% | $4,125-63.3% |
| Admin fee / account holder | $125 | $1,876-93.3% | $4,112-97.0% | $5,651-97.8% |