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 | $3,552 | $29,660-88.0% | $56,411-93.7% | $80,856-95.6% |
| Participation rate | 82.7% | 41.6%+41.0pp | 52.5%+30.2pp | 67.6%+15.1pp |
| Annual return | 13.81% | 35.23%-21.4pp | 1701.33%-1687.5pp | 35.59%-21.8pp |
| Employer contribution / active EE | $710 | $669+6.1% | $1,039-31.6% | $2,755-74.2% |
| Participant deferral / active EE | $1,101 | $1,226-10.2% | $1,952-43.6% | $4,296-74.4% |
| Admin fee / account holder | $63 | $2,428-97.4% | $2,829-97.8% | $6,918-99.1% |