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 | $14,468 | $101,618-85.8% | $93,063-84.5% | $137,256-89.5% |
| Participation rate | 78.6% | 74.9%+3.6pp | 72.1%+6.5pp | 80.0%-1.4pp |
| Annual return | 20.01% | 223.95%-203.9pp | 34.15%-14.1pp | 220.34%-200.3pp |
| Employer contribution / active EE | $319 | $2,707-88.2% | $2,476-87.1% | $4,156-92.3% |
| Participant deferral / active EE | $1,827 | $4,279-57.3% | $3,958-53.9% | $6,407-71.5% |
| Admin fee / account holder | $152 | $6,198-97.5% | $6,033-97.5% | $12,270-98.8% |