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 | $1,361 | $22,587-94.0% | $65,255-97.9% | $75,163-98.2% |
| Participation rate | 72.1% | 63.1%+9.0pp | 65.0%+7.2pp | 67.2%+4.9pp |
| Annual return | 153.04% | 71.03%+82.0pp | 47.35%+105.7pp | 160.62%-7.6pp |
| Employer contribution / active EE | $552 | $941-41.3% | $1,691-67.3% | $2,670-79.3% |
| Participant deferral / active EE | $1,152 | $1,695-32.0% | $2,831-59.3% | $4,125-72.1% |
| Admin fee / account holder | $61 | $1,876-96.8% | $4,112-98.5% | $5,651-98.9% |