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 4-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 | $4,069 | $30,400-86.6% | $53,898-92.5% | $84,808-95.2% |
| Participation rate | 100.0% | 46.4%+53.6pp | 55.0%+45.0pp | 68.3%+31.7pp |
| Annual return | 20.53% | 500.19%-479.7pp | 528.60%-508.1pp | 40.90%-20.4pp |
| Employer contribution / active EE | $930 | $603+54.2% | $932-0.3% | $2,631-64.7% |
| Participant deferral / active EE | $1,024 | $1,199-14.6% | $1,826-43.9% | $4,212-75.7% |
| Admin fee / account holder | $106 | $1,993-94.7% | $2,491-95.8% | $7,344-98.6% |