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 | $5,268 | $29,660-82.2% | $56,411-90.7% | $80,856-93.5% |
| Participation rate | 83.9% | 41.6%+42.2pp | 52.5%+31.4pp | 67.6%+16.2pp |
| Annual return | 18.57% | 35.23%-16.7pp | 1701.33%-1682.8pp | 35.59%-17.0pp |
| Employer contribution / active EE | $545 | $669-18.6% | $1,039-47.5% | $2,755-80.2% |
| Participant deferral / active EE | $2,087 | $1,226+70.2% | $1,952+6.9% | $4,296-51.4% |
| Admin fee / account holder | $260 | $2,428-89.3% | $2,829-90.8% | $6,918-96.2% |