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 5-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 | $1,467 | $22,587-93.5% | $65,255-97.8% | $75,163-98.0% |
| Participation rate | 77.6% | 63.1%+14.5pp | 65.0%+12.7pp | 67.2%+10.4pp |
| Annual return | 96.76% | 71.03%+25.7pp | 47.35%+49.4pp | 160.62%-63.9pp |
| Employer contribution / active EE | $598 | $941-36.4% | $1,691-64.6% | $2,670-77.6% |
| Participant deferral / active EE | $1,134 | $1,695-33.1% | $2,831-59.9% | $4,125-72.5% |
| Admin fee / account holder | $110 | $1,876-94.1% | $4,112-97.3% | $5,651-98.1% |