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 7-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 | $3,961 | $54,705-92.8% | $71,209-94.4% | $84,808-95.3% |
| Participation rate | 87.1% | 64.1%+23.0pp | 73.8%+13.3pp | 68.3%+18.7pp |
| Annual return | 18.72% | 35.90%-17.2pp | 282.51%-263.8pp | 40.90%-22.2pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $691 | $3,030-77.2% | $4,175-83.4% | $4,212-83.6% |
| Admin fee / account holder | $266 | $4,863-94.5% | $5,349-95.0% | $7,344-96.4% |