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 | $3,017 | $70,606-95.7% | $53,898-94.4% | $142,382-97.9% |
| Participation rate | 78.6% | 63.7%+14.9pp | 55.0%+23.6pp | 80.1%-1.5pp |
| Annual return | 24.26% | 619.81%-595.6pp | 528.60%-504.3pp | 217.08%-192.8pp |
| Employer contribution / active EE | $218 | $1,202-81.9% | $932-76.6% | $4,299-94.9% |
| Participant deferral / active EE | $234 | $2,364-90.1% | $1,826-87.2% | $6,507-96.4% |
| Admin fee / account holder | $82 | $2,852-97.1% | $2,491-96.7% | $12,624-99.3% |