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 | $2,053 | $22,587-90.9% | $65,255-96.9% | $75,163-97.3% |
| Participation rate | 82.2% | 63.1%+19.1pp | 65.0%+17.3pp | 67.2%+15.0pp |
| Annual return | 71.79% | 71.03%+0.8pp | 47.35%+24.4pp | 160.62%-88.8pp |
| Employer contribution / active EE | $912 | $941-3.1% | $1,691-46.1% | $2,670-65.9% |
| Participant deferral / active EE | $1,857 | $1,695+9.5% | $2,831-34.4% | $4,125-55.0% |
| Admin fee / account holder | $141 | $1,876-92.5% | $4,112-96.6% | $5,651-97.5% |