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 | $2,993 | $70,606-95.8% | $53,898-94.4% | $142,382-97.9% |
| Participation rate | 70.0% | 63.7%+6.3pp | 55.0%+15.0pp | 80.1%-10.1pp |
| Annual return | 22.79% | 619.81%-597.0pp | 528.60%-505.8pp | 217.08%-194.3pp |
| Employer contribution / active EE | $302 | $1,202-74.9% | $932-67.6% | $4,299-93.0% |
| Participant deferral / active EE | $467 | $2,364-80.2% | $1,826-74.4% | $6,507-92.8% |
| Admin fee / account holder | $125 | $2,852-95.6% | $2,491-95.0% | $12,624-99.0% |