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 | $54,705-93.5% | $71,209-95.0% | $84,808-95.8% |
| Participation rate | 84.0% | 64.1%+19.9pp | 73.8%+10.2pp | 68.3%+15.7pp |
| Annual return | 20.83% | 35.90%-15.1pp | 282.51%-261.7pp | 40.90%-20.1pp |
| Employer contribution / active EE | $342 | $2,158-84.2% | $2,721-87.4% | $2,631-87.0% |
| Participant deferral / active EE | $577 | $3,030-81.0% | $4,175-86.2% | $4,212-86.3% |
| Admin fee / account holder | $136 | $4,863-97.2% | $5,349-97.5% | $7,344-98.1% |