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 | $1,827 | $29,660-93.8% | $56,411-96.8% | $80,856-97.7% |
| Participation rate | 73.3% | 41.6%+31.7pp | 52.5%+20.9pp | 67.6%+5.7pp |
| Annual return | 11.64% | 35.23%-23.6pp | 1701.33%-1689.7pp | 35.59%-24.0pp |
| Employer contribution / active EE | $262 | $669-60.8% | $1,039-74.8% | $2,755-90.5% |
| Participant deferral / active EE | $328 | $1,226-73.3% | $1,952-83.2% | $4,296-92.4% |
| Admin fee / account holder | $67 | $2,428-97.2% | $2,829-97.6% | $6,918-99.0% |