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 5-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 | $3,496 | $22,587-84.5% | $65,255-94.6% | $75,163-95.3% |
| Participation rate | 82.3% | 63.1%+19.2pp | 65.0%+17.3pp | 67.2%+15.1pp |
| Annual return | 27.51% | 71.03%-43.5pp | 47.35%-19.8pp | 160.62%-133.1pp |
| Employer contribution / active EE | $583 | $941-38.0% | $1,691-65.5% | $2,670-78.2% |
| Participant deferral / active EE | $1,540 | $1,695-9.2% | $2,831-45.6% | $4,125-62.7% |
| Admin fee / account holder | $147 | $1,876-92.2% | $4,112-96.4% | $5,651-97.4% |