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 5-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 | $9,422 | $27,915-66.2% | $58,482-83.9% | $75,163-87.5% |
| Participation rate | 78.4% | 38.8%+39.5pp | 50.9%+27.5pp | 67.2%+11.2pp |
| Annual return | 22.71% | 44.20%-21.5pp | 4239.32%-4216.6pp | 160.62%-137.9pp |
| Employer contribution / active EE | $623 | $669-6.9% | $1,053-40.9% | $2,670-76.7% |
| Participant deferral / active EE | $2,625 | $1,201+118.5% | $1,924+36.4% | $4,125-36.4% |
| Admin fee / account holder | $264 | $1,726-84.7% | $2,516-89.5% | $5,651-95.3% |