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 | $3,502 | $22,587-84.5% | $65,255-94.6% | $75,163-95.3% |
| Participation rate | 86.8% | 63.1%+23.7pp | 65.0%+21.8pp | 67.2%+19.6pp |
| Annual return | 47.60% | 71.03%-23.4pp | 47.35%+0.2pp | 160.62%-113.0pp |
| Employer contribution / active EE | $899 | $941-4.4% | $1,691-46.8% | $2,670-66.3% |
| Participant deferral / active EE | $1,809 | $1,695+6.7% | $2,831-36.1% | $4,125-56.2% |
| Admin fee / account holder | $101 | $1,876-94.6% | $4,112-97.6% | $5,651-98.2% |