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 | $6,447 | $70,606-90.9% | $53,898-88.0% | $142,382-95.5% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 23.36% | 619.81%-596.5pp | 528.60%-505.2pp | 217.08%-193.7pp |
| Employer contribution / active EE | $803 | $1,202-33.2% | $932-13.8% | $4,299-81.3% |
| Participant deferral / active EE | $806 | $2,364-65.9% | $1,826-55.9% | $6,507-87.6% |
| Admin fee / account holder | $128 | $2,852-95.5% | $2,491-94.9% | $12,624-99.0% |