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 | $1,813 | $81,625-97.8% | $58,482-96.9% | $139,434-98.7% |
| Participation rate | 82.6% | 61.3%+21.3pp | 50.9%+31.8pp | 80.3%+2.3pp |
| Annual return | 42.46% | 7404.20%-7361.7pp | 4239.32%-4196.9pp | 372.94%-330.5pp |
| Employer contribution / active EE | $52 | $1,398-96.3% | $1,053-95.0% | $4,751-98.9% |
| Participant deferral / active EE | $920 | $2,557-64.0% | $1,924-52.2% | $6,710-86.3% |
| Admin fee / account holder | $3 | $3,265-99.9% | $2,516-99.9% | $11,403-100.0% |