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 | $3,784 | $22,587-83.2% | $65,255-94.2% | $75,163-95.0% |
| Participation rate | 75.9% | 63.1%+12.8pp | 65.0%+10.9pp | 67.2%+8.7pp |
| Annual return | 25.61% | 71.03%-45.4pp | 47.35%-21.7pp | 160.62%-135.0pp |
| Employer contribution / active EE | $640 | $941-31.9% | $1,691-62.1% | $2,670-76.0% |
| Participant deferral / active EE | $2,051 | $1,695+21.0% | $2,831-27.6% | $4,125-50.3% |
| Admin fee / account holder | $131 | $1,876-93.0% | $4,112-96.8% | $5,651-97.7% |