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 | $11,294 | $54,705-79.4% | $71,209-84.1% | $84,808-86.7% |
| Participation rate | 83.9% | 64.1%+19.8pp | 73.8%+10.1pp | 68.3%+15.6pp |
| Annual return | 21.09% | 35.90%-14.8pp | 282.51%-261.4pp | 40.90%-19.8pp |
| Employer contribution / active EE | $968 | $2,158-55.1% | $2,721-64.4% | $2,631-63.2% |
| Participant deferral / active EE | $2,504 | $3,030-17.4% | $4,175-40.0% | $4,212-40.5% |
| Admin fee / account holder | $0 | $4,863-100.0% | $5,349-100.0% | $7,344-100.0% |