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 | $4,255 | $54,705-92.2% | $71,209-94.0% | $84,808-95.0% |
| Participation rate | 78.1% | 64.1%+14.1pp | 73.8%+4.4pp | 68.3%+9.8pp |
| Annual return | 19.92% | 35.90%-16.0pp | 282.51%-262.6pp | 40.90%-21.0pp |
| Employer contribution / active EE | $357 | $2,158-83.5% | $2,721-86.9% | $2,631-86.4% |
| Participant deferral / active EE | $904 | $3,030-70.2% | $4,175-78.3% | $4,212-78.5% |
| Admin fee / account holder | $280 | $4,863-94.2% | $5,349-94.8% | $7,344-96.2% |