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 | $2,573 | $84,402-97.0% | $61,373-95.8% | $134,475-98.1% |
| Participation rate | 89.5% | 62.2%+27.3pp | 52.6%+36.9pp | 81.2%+8.3pp |
| Annual return | 0.00% | 584.55%-584.5pp | 338.61%-338.6pp | 417.96%-418.0pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $1,159-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $360 | $2,819-87.2% | $2,125-83.0% | $6,400-94.4% |
| Admin fee / account holder | $7 | $2,585-99.7% | $2,130-99.7% | $11,426-99.9% |