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 | $3,144 | $76,738-95.9% | $56,411-94.4% | $145,922-97.8% |
| Participation rate | 91.7% | 63.2%+28.5pp | 52.5%+39.2pp | 80.3%+11.4pp |
| Annual return | 17.68% | 2994.23%-2976.5pp | 1701.33%-1683.6pp | 561.29%-543.6pp |
| Employer contribution / active EE | $337 | $1,380-75.6% | $1,039-67.6% | $4,660-92.8% |
| Participant deferral / active EE | $1,456 | $2,623-44.5% | $1,952-25.4% | $6,688-78.2% |
| Admin fee / account holder | $24 | $3,334-99.3% | $2,829-99.1% | $13,397-99.8% |