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 | $2,270 | $30,400-92.5% | $53,898-95.8% | $84,808-97.3% |
| Participation rate | 79.1% | 46.4%+32.6pp | 55.0%+24.1pp | 68.3%+10.8pp |
| Annual return | 21.63% | 500.19%-478.6pp | 528.60%-507.0pp | 40.90%-19.3pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $755 | $1,199-37.1% | $1,826-58.7% | $4,212-82.1% |
| Admin fee / account holder | $116 | $1,993-94.2% | $2,491-95.4% | $7,344-98.4% |