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 | $2,200 | $29,660-92.6% | $56,411-96.1% | $80,856-97.3% |
| Participation rate | 80.8% | 41.6%+39.1pp | 52.5%+28.3pp | 67.6%+13.1pp |
| Annual return | 24.61% | 35.23%-10.6pp | 1701.33%-1676.7pp | 35.59%-11.0pp |
| Employer contribution / active EE | $596 | $669-11.0% | $1,039-42.7% | $2,755-78.4% |
| Participant deferral / active EE | $791 | $1,226-35.4% | $1,952-59.5% | $4,296-81.6% |
| Admin fee / account holder | $65 | $2,428-97.3% | $2,829-97.7% | $6,918-99.1% |