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 | $23,281 | $96,635-75.9% | $86,612-73.1% | $139,434-83.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 0.00% | 106.41%-106.4pp | 591.07%-591.1pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,288 | $3,263-60.5% | $3,022-57.4% | $4,751-72.9% |
| Participant deferral / active EE | $20,250 | $4,836+318.7% | $4,438+356.3% | $6,710+201.8% |
| Admin fee / account holder | $6 | $6,408-99.9% | $5,614-99.9% | $11,403-99.9% |