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 | $6,181 | $29,319-78.9% | $52,425-88.2% | $82,448-92.5% |
| Participation rate | 92.5% | 46.9%+45.6pp | 55.6%+36.9pp | 68.1%+24.4pp |
| Annual return | 21.60% | 535.20%-513.6pp | 302.12%-280.5pp | 41.64%-20.0pp |
| Employer contribution / active EE | $695 | $586+18.6% | $914-23.9% | $2,551-72.7% |
| Participant deferral / active EE | $1,187 | $1,171+1.4% | $1,790-33.7% | $4,139-71.3% |
| Admin fee / account holder | $91 | $1,962-95.4% | $2,495-96.4% | $7,234-98.7% |