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 | $10,359 | $29,319-64.7% | $52,425-80.2% | $82,448-87.4% |
| Participation rate | 80.0% | 46.9%+33.1pp | 55.6%+24.4pp | 68.1%+11.9pp |
| Annual return | 15.70% | 535.20%-519.5pp | 302.12%-286.4pp | 41.64%-25.9pp |
| Employer contribution / active EE | $625 | $586+6.6% | $914-31.6% | $2,551-75.5% |
| Participant deferral / active EE | $802 | $1,171-31.5% | $1,790-55.2% | $4,139-80.6% |
| Admin fee / account holder | $292 | $1,962-85.1% | $2,495-88.3% | $7,234-96.0% |