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 | $10,088 | $39,019-74.1% | $80,716-87.5% | $85,850-88.2% |
| Participation rate | 90.3% | 41.5%+48.8pp | 54.2%+36.2pp | 69.3%+21.0pp |
| Annual return | 17.51% | 26.27%-8.8pp | 87.28%-69.8pp | 318.53%-301.0pp |
| Employer contribution / active EE | $2,837 | $722+292.9% | $1,160+144.6% | $2,565+10.6% |
| Participant deferral / active EE | $2,204 | $1,326+66.3% | $2,146+2.7% | $3,952-44.2% |
| Admin fee / account holder | $97 | $2,431-96.0% | $3,380-97.1% | $6,260-98.5% |