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 | $4,878 | $30,400-84.0% | $53,898-90.9% | $84,808-94.2% |
| Participation rate | 95.6% | 46.4%+49.1pp | 55.0%+40.6pp | 68.3%+27.2pp |
| Annual return | 31.96% | 500.19%-468.2pp | 528.60%-496.6pp | 40.90%-8.9pp |
| Employer contribution / active EE | $1,371 | $603+127.4% | $932+47.1% | $2,631-47.9% |
| Participant deferral / active EE | $1,788 | $1,199+49.1% | $1,826-2.1% | $4,212-57.6% |
| Admin fee / account holder | $13 | $1,993-99.3% | $2,491-99.5% | $7,344-99.8% |