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 | $7,439 | $70,606-89.5% | $53,898-86.2% | $142,382-94.8% |
| Participation rate | 87.5% | 63.7%+23.8pp | 55.0%+32.5pp | 80.1%+7.4pp |
| Annual return | 30.12% | 619.81%-589.7pp | 528.60%-498.5pp | 217.08%-187.0pp |
| Employer contribution / active EE | $928 | $1,202-22.8% | $932-0.5% | $4,299-78.4% |
| Participant deferral / active EE | $1,851 | $2,364-21.7% | $1,826+1.3% | $6,507-71.6% |
| Admin fee / account holder | $54 | $2,852-98.1% | $2,491-97.8% | $12,624-99.6% |