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 6-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 | $7,459 | $37,426-80.1% | $77,482-90.4% | $79,858-90.7% |
| Participation rate | 80.0% | 41.5%+38.5pp | 54.2%+25.8pp | 69.6%+10.4pp |
| Annual return | 26.95% | 39.70%-12.8pp | 54.79%-27.8pp | 31.71%-4.8pp |
| Employer contribution / active EE | $548 | $637-14.0% | $986-44.5% | $2,471-77.8% |
| Participant deferral / active EE | $2,014 | $1,260+59.9% | $1,861+8.2% | $3,740-46.1% |
| Admin fee / account holder | $12 | $2,504-99.5% | $2,858-99.6% | $5,306-99.8% |