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 | $54,705-87.4% | $71,209-90.3% | $84,808-91.9% |
| Participation rate | 98.4% | 64.1%+34.3pp | 73.8%+24.7pp | 68.3%+30.1pp |
| Annual return | 24.71% | 35.90%-11.2pp | 282.51%-257.8pp | 40.90%-16.2pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,359 | $3,030-22.2% | $4,175-43.5% | $4,212-44.0% |
| Admin fee / account holder | $226 | $4,863-95.3% | $5,349-95.8% | $7,344-96.9% |