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 5-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 | $3,545 | $54,705-93.5% | $71,209-95.0% | $84,808-95.8% |
| Participation rate | 81.8% | 64.1%+17.7pp | 73.8%+8.1pp | 68.3%+13.5pp |
| Annual return | 15.90% | 35.90%-20.0pp | 282.51%-266.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $828 | $3,030-72.7% | $4,175-80.2% | $4,212-80.3% |
| Admin fee / account holder | $186 | $4,863-96.2% | $5,349-96.5% | $7,344-97.5% |