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 3-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 | $5,020 | $30,400-83.5% | $53,898-90.7% | $84,808-94.1% |
| Participation rate | 90.0% | 46.4%+43.6pp | 55.0%+35.0pp | 68.3%+21.7pp |
| Annual return | 23.92% | 500.19%-476.3pp | 528.60%-504.7pp | 40.90%-17.0pp |
| Employer contribution / active EE | $546 | $603-9.4% | $932-41.4% | $2,631-79.2% |
| Participant deferral / active EE | $1,679 | $1,199+40.1% | $1,826-8.1% | $4,212-60.1% |
| Admin fee / account holder | $220 | $1,993-89.0% | $2,491-91.2% | $7,344-97.0% |