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 | $2,356 | $30,400-92.2% | $53,898-95.6% | $84,808-97.2% |
| Participation rate | 82.2% | 46.4%+35.8pp | 55.0%+27.3pp | 68.3%+13.9pp |
| Annual return | 26.13% | 500.19%-474.1pp | 528.60%-502.5pp | 40.90%-14.8pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $899 | $1,199-25.0% | $1,826-50.7% | $4,212-78.6% |
| Admin fee / account holder | $165 | $1,993-91.7% | $2,491-93.4% | $7,344-97.8% |