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 | $3,510 | $22,587-84.5% | $65,255-94.6% | $75,163-95.3% |
| Participation rate | 75.3% | 63.1%+12.2pp | 65.0%+10.4pp | 67.2%+8.1pp |
| Annual return | 87.16% | 71.03%+16.1pp | 47.35%+39.8pp | 160.62%-73.5pp |
| Employer contribution / active EE | $732 | $941-22.2% | $1,691-56.7% | $2,670-72.6% |
| Participant deferral / active EE | $2,551 | $1,695+50.5% | $2,831-9.9% | $4,125-38.2% |
| Admin fee / account holder | $49 | $1,876-97.4% | $4,112-98.8% | $5,651-99.1% |