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 | $3,544 | $51,638-93.1% | $68,368-94.8% | $82,448-95.7% |
| Participation rate | 84.0% | 63.6%+20.4pp | 73.8%+10.2pp | 68.1%+15.9pp |
| Annual return | 20.83% | 37.53%-16.7pp | 292.57%-271.7pp | 41.64%-20.8pp |
| Employer contribution / active EE | $342 | $2,047-83.3% | $2,649-87.1% | $2,551-86.6% |
| Participant deferral / active EE | $577 | $2,914-80.2% | $4,123-86.0% | $4,139-86.1% |
| Admin fee / account holder | $136 | $4,643-97.1% | $5,150-97.4% | $7,234-98.1% |