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 | $2,393 | $51,638-95.4% | $68,368-96.5% | $82,448-97.1% |
| Participation rate | 86.2% | 63.6%+22.6pp | 73.8%+12.5pp | 68.1%+18.1pp |
| Annual return | 27.08% | 37.53%-10.5pp | 292.57%-265.5pp | 41.64%-14.6pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $895 | $2,914-69.3% | $4,123-78.3% | $4,139-78.4% |
| Admin fee / account holder | $3 | $4,643-99.9% | $5,150-99.9% | $7,234-100.0% |