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 | $2,903 | $25,014-88.4% | $69,647-95.8% | $80,856-96.4% |
| Participation rate | 77.6% | 64.2%+13.3pp | 66.5%+11.1pp | 67.6%+9.9pp |
| Annual return | 14.07% | 19.07%-5.0pp | 100.48%-86.4pp | 35.59%-21.5pp |
| Employer contribution / active EE | $590 | $993-40.6% | $1,712-65.6% | $2,755-78.6% |
| Participant deferral / active EE | $1,002 | $1,839-45.5% | $2,886-65.3% | $4,296-76.7% |
| Admin fee / account holder | $279 | $2,488-88.8% | $4,713-94.1% | $6,918-96.0% |