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 | $3,334 | $54,705-93.9% | $71,209-95.3% | $84,808-96.1% |
| Participation rate | 80.4% | 64.1%+16.3pp | 73.8%+6.6pp | 68.3%+12.0pp |
| Annual return | 21.62% | 35.90%-14.3pp | 282.51%-260.9pp | 40.90%-19.3pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,065 | $3,030-64.9% | $4,175-74.5% | $4,212-74.7% |
| Admin fee / account holder | $272 | $4,863-94.4% | $5,349-94.9% | $7,344-96.3% |