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 | $8,256 | $57,590-85.7% | $86,233-90.4% | $82,448-90.0% |
| Participation rate | 80.8% | 57.9%+22.9pp | 69.0%+11.8pp | 68.1%+12.7pp |
| Annual return | 25.05% | 22.41%+2.6pp | 61.39%-36.3pp | 41.64%-16.6pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,381 | $3,080-55.1% | $4,559-69.7% | $4,139-66.6% |
| Admin fee / account holder | $19 | $4,730-99.6% | $8,342-99.8% | $7,234-99.7% |