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 | $2,763 | $70,606-96.1% | $53,898-94.9% | $142,382-98.1% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 25.05% | 619.81%-594.8pp | 528.60%-503.6pp | 217.08%-192.0pp |
| Employer contribution / active EE | $666 | $1,202-44.6% | $932-28.5% | $4,299-84.5% |
| Participant deferral / active EE | $790 | $2,364-66.6% | $1,826-56.7% | $6,507-87.9% |
| Admin fee / account holder | $30 | $2,852-98.9% | $2,491-98.8% | $12,624-99.8% |