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 | $1,410 | $22,587-93.8% | $65,255-97.8% | $75,163-98.1% |
| Participation rate | 72.2% | 63.1%+9.1pp | 65.0%+7.2pp | 67.2%+5.0pp |
| Annual return | 167.18% | 71.03%+96.1pp | 47.35%+119.8pp | 160.62%+6.6pp |
| Employer contribution / active EE | $471 | $941-49.9% | $1,691-72.2% | $2,670-82.4% |
| Participant deferral / active EE | $1,094 | $1,695-35.5% | $2,831-61.4% | $4,125-73.5% |
| Admin fee / account holder | $68 | $1,876-96.4% | $4,112-98.3% | $5,651-98.8% |