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 | $2,453 | $22,587-89.1% | $65,255-96.2% | $75,163-96.7% |
| Participation rate | 79.5% | 63.1%+16.5pp | 65.0%+14.6pp | 67.2%+12.4pp |
| Annual return | 113.91% | 71.03%+42.9pp | 47.35%+66.6pp | 160.62%-46.7pp |
| Employer contribution / active EE | $800 | $941-15.0% | $1,691-52.7% | $2,670-70.0% |
| Participant deferral / active EE | $1,717 | $1,695+1.3% | $2,831-39.3% | $4,125-58.4% |
| Admin fee / account holder | $125 | $1,876-93.3% | $4,112-96.9% | $5,651-97.8% |