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 | $5,090 | $30,400-83.3% | $53,898-90.6% | $84,808-94.0% |
| Participation rate | 88.0% | 46.4%+41.6pp | 55.0%+33.0pp | 68.3%+19.7pp |
| Annual return | 20.72% | 500.19%-479.5pp | 528.60%-507.9pp | 40.90%-20.2pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,187 | $1,199+82.4% | $1,826+19.7% | $4,212-48.1% |
| Admin fee / account holder | $64 | $1,993-96.8% | $2,491-97.4% | $7,344-99.1% |