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 | $6,505 | $76,407-91.5% | $150,298-95.7% | $82,448-92.1% |
| Participation rate | 82.6% | 66.4%+16.2pp | 77.8%+4.8pp | 68.1%+14.5pp |
| Annual return | 31.78% | 39.99%-8.2pp | 62.79%-31.0pp | 41.64%-9.9pp |
| Employer contribution / active EE | $1,476 | $2,614-43.5% | $4,154-64.5% | $2,551-42.2% |
| Participant deferral / active EE | $1,483 | $3,214-53.9% | $5,453-72.8% | $4,139-64.2% |
| Admin fee / account holder | $133 | $6,352-97.9% | $14,116-99.1% | $7,234-98.2% |