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 6-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 | $3,013 | $51,638-94.2% | $68,368-95.6% | $82,448-96.3% |
| Participation rate | 83.9% | 63.6%+20.3pp | 73.8%+10.1pp | 68.1%+15.8pp |
| Annual return | 17.69% | 37.53%-19.8pp | 292.57%-274.9pp | 41.64%-24.0pp |
| Employer contribution / active EE | $321 | $2,047-84.3% | $2,649-87.9% | $2,551-87.4% |
| Participant deferral / active EE | $552 | $2,914-81.0% | $4,123-86.6% | $4,139-86.7% |
| Admin fee / account holder | $210 | $4,643-95.5% | $5,150-95.9% | $7,234-97.1% |