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 | $6,905 | $51,638-86.6% | $68,368-89.9% | $82,448-91.6% |
| Participation rate | 98.4% | 63.6%+34.8pp | 73.8%+24.7pp | 68.1%+30.3pp |
| Annual return | 24.71% | 37.53%-12.8pp | 292.57%-267.9pp | 41.64%-16.9pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,359 | $2,914-19.0% | $4,123-42.8% | $4,139-43.0% |
| Admin fee / account holder | $226 | $4,643-95.1% | $5,150-95.6% | $7,234-96.9% |