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 | $9,322 | $100,773-90.8% | $88,946-89.5% | $142,382-93.5% |
| Participation rate | 85.7% | 74.3%+11.4pp | 68.8%+16.9pp | 80.1%+5.6pp |
| Annual return | 17.30% | 70.18%-52.9pp | 57.82%-40.5pp | 217.08%-199.8pp |
| Employer contribution / active EE | $971 | $2,918-66.7% | $2,555-62.0% | $4,299-77.4% |
| Participant deferral / active EE | $1,856 | $5,230-64.5% | $4,581-59.5% | $6,507-71.5% |
| Admin fee / account holder | $121 | $9,693-98.8% | $8,261-98.5% | $12,624-99.0% |