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 | $2,995 | $70,606-95.8% | $53,898-94.4% | $142,382-97.9% |
| Participation rate | 92.3% | 63.7%+28.6pp | 55.0%+37.3pp | 80.1%+12.2pp |
| Annual return | 23.21% | 619.81%-596.6pp | 528.60%-505.4pp | 217.08%-193.9pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,659 | $2,364-29.8% | $1,826-9.2% | $6,507-74.5% |
| Admin fee / account holder | $35 | $2,852-98.8% | $2,491-98.6% | $12,624-99.7% |