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 8-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 | $7,195 | $56,317-87.2% | $71,209-89.9% | $74,304-90.3% |
| Participation rate | 74.0% | 55.1%+18.9pp | 73.8%+0.2pp | 60.3%+13.6pp |
| Annual return | 19.74% | 42.83%-23.1pp | 282.51%-262.8pp | 29.43%-9.7pp |
| Employer contribution / active EE | $284 | $2,160-86.9% | $2,721-89.6% | $2,241-87.3% |
| Participant deferral / active EE | $819 | $2,788-70.6% | $4,175-80.4% | $3,767-78.3% |
| Admin fee / account holder | $89 | $2,290-96.1% | $5,349-98.3% | $2,969-97.0% |