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 4-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 | $2,456 | $30,400-91.9% | $53,898-95.4% | $84,808-97.1% |
| Participation rate | 84.6% | 46.4%+38.2pp | 55.0%+29.7pp | 68.3%+16.3pp |
| Annual return | 15.00% | 500.19%-485.2pp | 528.60%-513.6pp | 40.90%-25.9pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $736 | $1,199-38.6% | $1,826-59.7% | $4,212-82.5% |
| Admin fee / account holder | $267 | $1,993-86.6% | $2,491-89.3% | $7,344-96.4% |