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 | $2,689 | $22,587-88.1% | $65,255-95.9% | $75,163-96.4% |
| Participation rate | 80.9% | 63.1%+17.8pp | 65.0%+15.9pp | 67.2%+13.7pp |
| Annual return | 58.83% | 71.03%-12.2pp | 47.35%+11.5pp | 160.62%-101.8pp |
| Employer contribution / active EE | $821 | $941-12.7% | $1,691-51.5% | $2,670-69.2% |
| Participant deferral / active EE | $1,820 | $1,695+7.4% | $2,831-35.7% | $4,125-55.9% |
| Admin fee / account holder | $286 | $1,876-84.8% | $4,112-93.0% | $5,651-94.9% |