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 | $67,823-95.9% | $52,425-94.7% | $137,256-98.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 25.05% | 219.11%-194.1pp | 302.12%-277.1pp | 220.34%-195.3pp |
| Employer contribution / active EE | $666 | $1,163-42.7% | $914-27.1% | $4,156-84.0% |
| Participant deferral / active EE | $790 | $2,288-65.5% | $1,790-55.9% | $6,407-87.7% |
| Admin fee / account holder | $30 | $2,844-98.9% | $2,495-98.8% | $12,270-99.8% |