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 5-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 | $3,773 | $30,400-87.6% | $53,898-93.0% | $84,808-95.6% |
| Participation rate | 80.0% | 46.4%+33.6pp | 55.0%+25.0pp | 68.3%+11.7pp |
| Annual return | 14.74% | 500.19%-485.4pp | 528.60%-513.9pp | 40.90%-26.2pp |
| Employer contribution / active EE | $312 | $603-48.3% | $932-66.5% | $2,631-88.1% |
| Participant deferral / active EE | $688 | $1,199-42.6% | $1,826-62.3% | $4,212-83.7% |
| Admin fee / account holder | $154 | $1,993-92.3% | $2,491-93.8% | $7,344-97.9% |