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 | $2,622 | $29,319-91.1% | $52,425-95.0% | $82,448-96.8% |
| Participation rate | 78.3% | 46.9%+31.4pp | 55.6%+22.6pp | 68.1%+10.2pp |
| Annual return | 24.34% | 535.20%-510.9pp | 302.12%-277.8pp | 41.64%-17.3pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $924 | $1,171-21.1% | $1,790-48.4% | $4,139-77.7% |
| Admin fee / account holder | $269 | $1,962-86.3% | $2,495-89.2% | $7,234-96.3% |