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 | $13,171 | $117,983-88.8% | $101,794-87.1% | $142,382-90.7% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.2%+2.2pp | 80.1%-8.7pp |
| Annual return | 23.07% | 36.92%-13.8pp | 30.53%-7.5pp | 217.08%-194.0pp |
| Employer contribution / active EE | $827 | $2,773-70.2% | $2,289-63.9% | $4,299-80.8% |
| Participant deferral / active EE | $3,630 | $4,714-23.0% | $4,084-11.1% | $6,507-44.2% |
| Admin fee / account holder | $27 | $10,433-99.7% | $8,777-99.7% | $12,624-99.8% |