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 | $54,705-94.5% | $71,209-95.8% | $84,808-96.4% |
| Participation rate | 83.9% | 64.1%+19.8pp | 73.8%+10.1pp | 68.3%+15.6pp |
| Annual return | 17.69% | 35.90%-18.2pp | 282.51%-264.8pp | 40.90%-23.2pp |
| Employer contribution / active EE | $321 | $2,158-85.1% | $2,721-88.2% | $2,631-87.8% |
| Participant deferral / active EE | $552 | $3,030-81.8% | $4,175-86.8% | $4,212-86.9% |
| Admin fee / account holder | $210 | $4,863-95.7% | $5,349-96.1% | $7,344-97.1% |