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 4-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 | $11,485 | $30,400-62.2% | $53,898-78.7% | $84,808-86.5% |
| Participation rate | 83.3% | 46.4%+36.9pp | 55.0%+28.4pp | 68.3%+15.0pp |
| Annual return | 20.22% | 500.19%-480.0pp | 528.60%-508.4pp | 40.90%-20.7pp |
| Employer contribution / active EE | $959 | $603+59.1% | $932+2.9% | $2,631-63.6% |
| Participant deferral / active EE | $1,599 | $1,199+33.4% | $1,826-12.5% | $4,212-62.0% |
| Admin fee / account holder | $158 | $1,993-92.1% | $2,491-93.7% | $7,344-97.9% |