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 | $2,407 | $30,400-92.1% | $53,898-95.5% | $84,808-97.2% |
| Participation rate | 73.6% | 46.4%+27.2pp | 55.0%+18.7pp | 68.3%+5.3pp |
| Annual return | 24.33% | 500.19%-475.9pp | 528.60%-504.3pp | 40.90%-16.6pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $774 | $1,199-35.4% | $1,826-57.6% | $4,212-81.6% |
| Admin fee / account holder | $106 | $1,993-94.7% | $2,491-95.7% | $7,344-98.6% |