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 | $2,141 | $84,402-97.5% | $61,373-96.5% | $134,475-98.4% |
| Participation rate | 73.7% | 62.2%+11.5pp | 52.6%+21.1pp | 81.2%-7.5pp |
| Annual return | 0.00% | 584.55%-584.5pp | 338.61%-338.6pp | 417.96%-418.0pp |
| Employer contribution / active EE | $680 | $1,544-56.0% | $1,159-41.4% | $4,740-85.7% |
| Participant deferral / active EE | $1,051 | $2,819-62.7% | $2,125-50.5% | $6,400-83.6% |
| Admin fee / account holder | $42 | $2,585-98.4% | $2,130-98.0% | $11,426-99.6% |