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 | $3,507 | $22,587-84.5% | $65,255-94.6% | $75,163-95.3% |
| Participation rate | 85.7% | 63.1%+22.6pp | 65.0%+20.8pp | 67.2%+18.5pp |
| Annual return | 46.06% | 71.03%-25.0pp | 47.35%-1.3pp | 160.62%-114.6pp |
| Employer contribution / active EE | $889 | $941-5.5% | $1,691-47.5% | $2,670-66.7% |
| Participant deferral / active EE | $1,946 | $1,695+14.8% | $2,831-31.2% | $4,125-52.8% |
| Admin fee / account holder | $212 | $1,876-88.7% | $4,112-94.8% | $5,651-96.2% |