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 4-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 | $1,505 | $22,587-93.3% | $65,255-97.7% | $75,163-98.0% |
| Participation rate | 73.2% | 63.1%+10.1pp | 65.0%+8.3pp | 67.2%+6.0pp |
| Annual return | 75.88% | 71.03%+4.9pp | 47.35%+28.5pp | 160.62%-84.7pp |
| Employer contribution / active EE | $577 | $941-38.7% | $1,691-65.9% | $2,670-78.4% |
| Participant deferral / active EE | $995 | $1,695-41.3% | $2,831-64.8% | $4,125-75.9% |
| Admin fee / account holder | $119 | $1,876-93.6% | $4,112-97.1% | $5,651-97.9% |