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 | $4,436 | $24,730-82.1% | $66,042-93.3% | $84,808-94.8% |
| Participation rate | 92.0% | 68.1%+24.0pp | 67.5%+24.5pp | 68.3%+23.7pp |
| Annual return | 91.89% | 79.55%+12.3pp | 52.11%+39.8pp | 40.90%+51.0pp |
| Employer contribution / active EE | $262 | $857-69.4% | $1,579-83.4% | $2,631-90.0% |
| Participant deferral / active EE | $1,745 | $1,737+0.5% | $2,835-38.4% | $4,212-58.6% |
| Admin fee / account holder | $142 | $3,014-95.3% | $5,747-97.5% | $7,344-98.1% |