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 | $1,736 | $22,587-92.3% | $65,255-97.3% | $75,163-97.7% |
| Participation rate | 71.1% | 63.1%+8.0pp | 65.0%+6.2pp | 67.2%+3.9pp |
| Annual return | 59.20% | 71.03%-11.8pp | 47.35%+11.8pp | 160.62%-101.4pp |
| Employer contribution / active EE | $745 | $941-20.7% | $1,691-55.9% | $2,670-72.1% |
| Participant deferral / active EE | $1,574 | $1,695-7.2% | $2,831-44.4% | $4,125-61.8% |
| Admin fee / account holder | $189 | $1,876-89.9% | $4,112-95.4% | $5,651-96.7% |