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 | $2,058 | $25,979-92.1% | $71,735-97.1% | $68,494-97.0% |
| Participation rate | 98.6% | 54.5%+44.1pp | 62.3%+36.2pp | 67.9%+30.7pp |
| Annual return | 0.00% | -15.10%+15.1pp | 9.14%-9.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $897 | $900-0.3% | $1,704-47.3% | $2,596-65.4% |
| Participant deferral / active EE | $1,105 | $1,522-27.4% | $2,658-58.4% | $4,027-72.6% |
| Admin fee / account holder | $29 | $2,022-98.6% | $3,974-99.3% | $5,403-99.5% |