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 | $1,941 | $76,738-97.5% | $56,411-96.6% | $145,922-98.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 8.62% | 2994.23%-2985.6pp | 1701.33%-1692.7pp | 561.29%-552.7pp |
| Employer contribution / active EE | $618 | $1,380-55.2% | $1,039-40.5% | $4,660-86.7% |
| Participant deferral / active EE | $1,485 | $2,623-43.4% | $1,952-23.9% | $6,688-77.8% |
| Admin fee / account holder | $70 | $3,334-97.9% | $2,829-97.5% | $13,397-99.5% |