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 | $2,284 | $22,587-89.9% | $65,255-96.5% | $75,163-97.0% |
| Participation rate | 81.2% | 63.1%+18.1pp | 65.0%+16.2pp | 67.2%+14.0pp |
| Annual return | 80.45% | 71.03%+9.4pp | 47.35%+33.1pp | 160.62%-80.2pp |
| Employer contribution / active EE | $665 | $941-29.3% | $1,691-60.7% | $2,670-75.1% |
| Participant deferral / active EE | $1,450 | $1,695-14.5% | $2,831-48.8% | $4,125-64.9% |
| Admin fee / account holder | $74 | $1,876-96.1% | $4,112-98.2% | $5,651-98.7% |