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 | $9,250 | $53,516-82.7% | $126,539-92.7% | $84,808-89.1% |
| Participation rate | 80.0% | 58.2%+21.8pp | 69.8%+10.2pp | 68.3%+11.7pp |
| Annual return | 27.78% | 58.34%-30.6pp | 425.95%-398.2pp | 40.90%-13.1pp |
| Employer contribution / active EE | $879 | $1,535-42.7% | $3,674-76.1% | $2,631-66.6% |
| Participant deferral / active EE | $2,308 | $2,671-13.6% | $4,083-43.5% | $4,212-45.2% |
| Admin fee / account holder | $27 | $4,497-99.4% | $6,065-99.6% | $7,344-99.6% |