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 | $29,319-86.1% | $52,425-92.2% | $82,448-95.1% |
| Participation rate | 100.0% | 46.9%+53.1pp | 55.6%+44.4pp | 68.1%+31.9pp |
| Annual return | 20.53% | 535.20%-514.7pp | 302.12%-281.6pp | 41.64%-21.1pp |
| Employer contribution / active EE | $930 | $586+58.5% | $914+1.7% | $2,551-63.6% |
| Participant deferral / active EE | $1,024 | $1,171-12.6% | $1,790-42.8% | $4,139-75.3% |
| Admin fee / account holder | $106 | $1,962-94.6% | $2,495-95.8% | $7,234-98.5% |