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 | $2,906 | $29,660-90.2% | $56,411-94.8% | $80,856-96.4% |
| Participation rate | 84.0% | 41.6%+42.4pp | 52.5%+31.5pp | 67.6%+16.4pp |
| Annual return | 15.87% | 35.23%-19.4pp | 1701.33%-1685.5pp | 35.59%-19.7pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $844 | $1,226-31.1% | $1,952-56.7% | $4,296-80.3% |
| Admin fee / account holder | $0 | $2,428-100.0% | $2,829-100.0% | $6,918-100.0% |