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 | $2,846 | $22,587-87.4% | $65,255-95.6% | $75,163-96.2% |
| Participation rate | 78.9% | 63.1%+15.8pp | 65.0%+13.9pp | 67.2%+11.7pp |
| Annual return | 76.92% | 71.03%+5.9pp | 47.35%+29.6pp | 160.62%-83.7pp |
| Employer contribution / active EE | $621 | $941-34.0% | $1,691-63.3% | $2,670-76.8% |
| Participant deferral / active EE | $1,397 | $1,695-17.6% | $2,831-50.7% | $4,125-66.1% |
| Admin fee / account holder | $82 | $1,876-95.6% | $4,112-98.0% | $5,651-98.6% |