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 3-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 | $4,590 | $51,638-91.1% | $68,368-93.3% | $82,448-94.4% |
| Participation rate | 77.4% | 63.6%+13.8pp | 73.8%+3.7pp | 68.1%+9.4pp |
| Annual return | 19.97% | 37.53%-17.6pp | 292.57%-272.6pp | 41.64%-21.7pp |
| Employer contribution / active EE | $735 | $2,047-64.1% | $2,649-72.3% | $2,551-71.2% |
| Participant deferral / active EE | $883 | $2,914-69.7% | $4,123-78.6% | $4,139-78.7% |
| Admin fee / account holder | $218 | $4,643-95.3% | $5,150-95.8% | $7,234-97.0% |