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 7-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 | $19,583 | $30,400-35.6% | $53,898-63.7% | $84,808-76.9% |
| Participation rate | 75.5% | 46.4%+29.0pp | 55.0%+20.5pp | 68.3%+7.2pp |
| Annual return | 16.90% | 500.19%-483.3pp | 528.60%-511.7pp | 40.90%-24.0pp |
| Employer contribution / active EE | $605 | $603+0.3% | $932-35.1% | $2,631-77.0% |
| Participant deferral / active EE | $1,487 | $1,199+24.1% | $1,826-18.6% | $4,212-64.7% |
| Admin fee / account holder | $42 | $1,993-97.9% | $2,491-98.3% | $7,344-99.4% |