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 | $13,050 | $30,400-57.1% | $53,898-75.8% | $84,808-84.6% |
| Participation rate | 70.5% | 46.4%+24.0pp | 55.0%+15.5pp | 68.3%+2.1pp |
| Annual return | 21.56% | 500.19%-478.6pp | 528.60%-507.0pp | 40.90%-19.3pp |
| Employer contribution / active EE | $345 | $603-42.8% | $932-63.0% | $2,631-86.9% |
| Participant deferral / active EE | $1,814 | $1,199+51.4% | $1,826-0.7% | $4,212-56.9% |
| Admin fee / account holder | $235 | $1,993-88.2% | $2,491-90.6% | $7,344-96.8% |