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 | $1,714 | $22,587-92.4% | $65,255-97.4% | $75,163-97.7% |
| Participation rate | 82.8% | 63.1%+19.7pp | 65.0%+17.8pp | 67.2%+15.6pp |
| Annual return | 61.96% | 71.03%-9.1pp | 47.35%+14.6pp | 160.62%-98.7pp |
| Employer contribution / active EE | $841 | $941-10.6% | $1,691-50.3% | $2,670-68.5% |
| Participant deferral / active EE | $2,325 | $1,695+37.1% | $2,831-17.9% | $4,125-43.6% |
| Admin fee / account holder | $92 | $1,876-95.1% | $4,112-97.8% | $5,651-98.4% |