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 | $51,638-91.8% | $68,368-93.8% | $82,448-94.8% |
| Participation rate | 78.1% | 63.6%+14.5pp | 73.8%+4.4pp | 68.1%+10.1pp |
| Annual return | 19.92% | 37.53%-17.6pp | 292.57%-272.7pp | 41.64%-21.7pp |
| Employer contribution / active EE | $357 | $2,047-82.6% | $2,649-86.5% | $2,551-86.0% |
| Participant deferral / active EE | $904 | $2,914-69.0% | $4,123-78.1% | $4,139-78.2% |
| Admin fee / account holder | $280 | $4,643-94.0% | $5,150-94.6% | $7,234-96.1% |