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 | $2,815 | $51,638-94.5% | $68,368-95.9% | $82,448-96.6% |
| Participation rate | 70.0% | 63.6%+6.4pp | 73.8%-3.8pp | 68.1%+1.9pp |
| Annual return | 22.17% | 37.53%-15.4pp | 292.57%-270.4pp | 41.64%-19.5pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $982 | $2,914-66.3% | $4,123-76.2% | $4,139-76.3% |
| Admin fee / account holder | $179 | $4,643-96.2% | $5,150-96.5% | $7,234-97.5% |