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 | $51,638-93.1% | $68,368-94.8% | $82,448-95.7% |
| Participation rate | 81.8% | 63.6%+18.2pp | 73.8%+8.1pp | 68.1%+13.8pp |
| Annual return | 15.90% | 37.53%-21.6pp | 292.57%-276.7pp | 41.64%-25.7pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $828 | $2,914-71.6% | $4,123-79.9% | $4,139-80.0% |
| Admin fee / account holder | $186 | $4,643-96.0% | $5,150-96.4% | $7,234-97.4% |