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 | $29,660-83.1% | $56,411-91.1% | $80,856-93.8% |
| Participation rate | 80.4% | 41.6%+38.8pp | 52.5%+28.0pp | 67.6%+12.8pp |
| Annual return | 18.44% | 35.23%-16.8pp | 1701.33%-1682.9pp | 35.59%-17.2pp |
| Employer contribution / active EE | $1,581 | $669+136.3% | $1,039+52.3% | $2,755-42.6% |
| Participant deferral / active EE | $1,853 | $1,226+51.1% | $1,952-5.1% | $4,296-56.9% |
| Admin fee / account holder | $7 | $2,428-99.7% | $2,829-99.8% | $6,918-99.9% |