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 | $1,411 | $22,587-93.8% | $65,255-97.8% | $75,163-98.1% |
| Participation rate | 76.7% | 63.1%+13.7pp | 65.0%+11.8pp | 67.2%+9.6pp |
| Annual return | 0.00% | 71.03%-71.0pp | 47.35%-47.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $757 | $941-19.5% | $1,691-55.2% | $2,670-71.6% |
| Participant deferral / active EE | $1,488 | $1,695-12.2% | $2,831-47.4% | $4,125-63.9% |
| Admin fee / account holder | $16 | $1,876-99.2% | $4,112-99.6% | $5,651-99.7% |