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 | $3,583 | $16,790-78.7% | $64,489-94.4% | $67,986-94.7% |
| Participation rate | 73.8% | 62.4%+11.4pp | 67.7%+6.1pp | 57.2%+16.6pp |
| Annual return | 62.49% | 30.55%+31.9pp | 55.03%+7.5pp | 31.67%+30.8pp |
| Employer contribution / active EE | $269 | $648-58.5% | $1,523-82.4% | $2,019-86.7% |
| Participant deferral / active EE | $972 | $1,510-35.7% | $2,778-65.0% | $3,358-71.1% |
| Admin fee / account holder | $264 | $1,690-84.4% | $4,260-93.8% | $3,203-91.8% |