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 | $1,019 | $25,979-96.1% | $71,735-98.6% | $68,494-98.5% |
| Participation rate | 84.2% | 54.5%+29.7pp | 62.3%+21.9pp | 67.9%+16.3pp |
| Annual return | 0.00% | -15.10%+15.1pp | 9.14%-9.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $417 | $900-53.7% | $1,704-75.5% | $2,596-83.9% |
| Participant deferral / active EE | $784 | $1,522-48.5% | $2,658-70.5% | $4,027-80.5% |
| Admin fee / account holder | $0 | $2,022-100.0% | $3,974-100.0% | $5,403-100.0% |