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 | $1,538 | $70,606-97.8% | $53,898-97.1% | $142,382-98.9% |
| Participation rate | 86.4% | 63.7%+22.7pp | 55.0%+31.4pp | 80.1%+6.2pp |
| Annual return | 24.72% | 619.81%-595.1pp | 528.60%-503.9pp | 217.08%-192.4pp |
| Employer contribution / active EE | $167 | $1,202-86.1% | $932-82.1% | $4,299-96.1% |
| Participant deferral / active EE | $293 | $2,364-87.6% | $1,826-84.0% | $6,507-95.5% |
| Admin fee / account holder | $41 | $2,852-98.6% | $2,491-98.4% | $12,624-99.7% |