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 | $51,638-78.1% | $68,368-83.5% | $82,448-86.3% |
| Participation rate | 83.9% | 63.6%+20.3pp | 73.8%+10.1pp | 68.1%+15.8pp |
| Annual return | 21.09% | 37.53%-16.4pp | 292.57%-271.5pp | 41.64%-20.5pp |
| Employer contribution / active EE | $968 | $2,047-52.7% | $2,649-63.5% | $2,551-62.1% |
| Participant deferral / active EE | $2,504 | $2,914-14.1% | $4,123-39.3% | $4,139-39.5% |
| Admin fee / account holder | $0 | $4,643-100.0% | $5,150-100.0% | $7,234-100.0% |