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 | $2,617 | $29,660-91.2% | $56,411-95.4% | $80,856-96.8% |
| Participation rate | 80.0% | 41.6%+38.4pp | 52.5%+27.5pp | 67.6%+12.4pp |
| Annual return | 26.20% | 35.23%-9.0pp | 1701.33%-1675.1pp | 35.59%-9.4pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $864 | $1,226-29.6% | $1,952-55.8% | $4,296-79.9% |
| Admin fee / account holder | $143 | $2,428-94.1% | $2,829-95.0% | $6,918-97.9% |