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 | $1,774 | $22,587-92.1% | $65,255-97.3% | $75,163-97.6% |
| Participation rate | 71.9% | 63.1%+8.8pp | 65.0%+7.0pp | 67.2%+4.7pp |
| Annual return | 89.89% | 71.03%+18.9pp | 47.35%+42.5pp | 160.62%-70.7pp |
| Employer contribution / active EE | $584 | $941-37.9% | $1,691-65.5% | $2,670-78.1% |
| Participant deferral / active EE | $1,248 | $1,695-26.4% | $2,831-55.9% | $4,125-69.8% |
| Admin fee / account holder | $165 | $1,876-91.2% | $4,112-96.0% | $5,651-97.1% |