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 3-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 | $1,974 | $25,014-92.1% | $69,647-97.2% | $80,856-97.6% |
| Participation rate | 85.5% | 64.2%+21.3pp | 66.5%+19.1pp | 67.6%+17.9pp |
| Annual return | 81.12% | 19.07%+62.1pp | 100.48%-19.4pp | 35.59%+45.5pp |
| Employer contribution / active EE | $424 | $993-57.3% | $1,712-75.3% | $2,755-84.6% |
| Participant deferral / active EE | $1,623 | $1,839-11.8% | $2,886-43.8% | $4,296-62.2% |
| Admin fee / account holder | $93 | $2,488-96.3% | $4,713-98.0% | $6,918-98.7% |