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 | $2,972 | $22,587-86.8% | $65,255-95.4% | $75,163-96.0% |
| Participation rate | 83.9% | 63.1%+20.8pp | 65.0%+18.9pp | 67.2%+16.7pp |
| Annual return | 126.02% | 71.03%+55.0pp | 47.35%+78.7pp | 160.62%-34.6pp |
| Employer contribution / active EE | $911 | $941-3.1% | $1,691-46.1% | $2,670-65.9% |
| Participant deferral / active EE | $1,867 | $1,695+10.1% | $2,831-34.1% | $4,125-54.7% |
| Admin fee / account holder | $36 | $1,876-98.1% | $4,112-99.1% | $5,651-99.4% |