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 | $8,706 | $48,795-82.2% | $65,493-86.7% | $84,808-89.7% |
| Participation rate | 79.1% | 67.0%+12.1pp | 73.1%+6.0pp | 68.3%+10.8pp |
| Annual return | 22.19% | 20.20%+2.0pp | 982.45%-960.3pp | 40.90%-18.7pp |
| Employer contribution / active EE | $685 | $1,930-64.5% | $2,574-73.4% | $2,631-74.0% |
| Participant deferral / active EE | $1,529 | $2,928-47.8% | $3,961-61.4% | $4,212-63.7% |
| Admin fee / account holder | $123 | $3,877-96.8% | $5,028-97.5% | $7,344-98.3% |