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 | $67,823-95.6% | $52,425-94.2% | $137,256-97.8% |
| Participation rate | 78.6% | 63.9%+14.7pp | 55.6%+22.9pp | 80.0%-1.4pp |
| Annual return | 24.26% | 219.11%-194.9pp | 302.12%-277.9pp | 220.34%-196.1pp |
| Employer contribution / active EE | $218 | $1,163-81.3% | $914-76.2% | $4,156-94.8% |
| Participant deferral / active EE | $234 | $2,288-89.8% | $1,790-86.9% | $6,407-96.3% |
| Admin fee / account holder | $82 | $2,844-97.1% | $2,495-96.7% | $12,270-99.3% |