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 | $1,977 | $67,823-97.1% | $52,425-96.2% | $137,256-98.6% |
| Participation rate | 73.7% | 63.9%+9.8pp | 55.6%+18.1pp | 80.0%-6.3pp |
| Annual return | 29.14% | 219.11%-190.0pp | 302.12%-273.0pp | 220.34%-191.2pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $703 | $2,288-69.3% | $1,790-60.7% | $6,407-89.0% |
| Admin fee / account holder | $82 | $2,844-97.1% | $2,495-96.7% | $12,270-99.3% |