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 | $67,823-90.5% | $52,425-87.7% | $137,256-95.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 23.36% | 219.11%-195.7pp | 302.12%-278.8pp | 220.34%-197.0pp |
| Employer contribution / active EE | $803 | $1,163-30.9% | $914-12.1% | $4,156-80.7% |
| Participant deferral / active EE | $806 | $2,288-64.8% | $1,790-55.0% | $6,407-87.4% |
| Admin fee / account holder | $128 | $2,844-95.5% | $2,495-94.9% | $12,270-99.0% |