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 | $5,013 | $29,667-83.1% | $56,441-91.1% | $80,874-93.8% |
| Participation rate | 80.4% | 41.7%+38.8pp | 52.5%+27.9pp | 67.6%+12.8pp |
| Annual return | 18.44% | 35.22%-16.8pp | 1704.21%-1685.8pp | 35.62%-17.2pp |
| Employer contribution / active EE | $1,581 | $669+136.2% | $1,039+52.2% | $2,756-42.6% |
| Participant deferral / active EE | $1,853 | $1,227+51.0% | $1,953-5.1% | $4,297-56.9% |
| Admin fee / account holder | $7 | $2,429-99.7% | $2,829-99.8% | $6,935-99.9% |