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 | $10,879 | $69,207-84.3% | $64,056-83.0% | $139,434-92.2% |
| Participation rate | 85.7% | 75.6%+10.1pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 19.55% | 45.88%-26.3pp | 33.69%-14.1pp | 372.94%-353.4pp |
| Employer contribution / active EE | $976 | $3,182-69.3% | $2,747-64.5% | $4,751-79.5% |
| Participant deferral / active EE | $3,815 | $4,682-18.5% | $3,880-1.7% | $6,710-43.1% |
| Admin fee / account holder | $35 | $4,244-99.2% | $3,068-98.9% | $11,403-99.7% |