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 5-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 | $3,260 | $81,625-96.0% | $58,482-94.4% | $139,434-97.7% |
| Participation rate | 80.0% | 61.3%+18.7pp | 50.9%+29.1pp | 80.3%-0.3pp |
| Annual return | 28.96% | 7404.20%-7375.2pp | 4239.32%-4210.4pp | 372.94%-344.0pp |
| Employer contribution / active EE | $396 | $1,398-71.7% | $1,053-62.4% | $4,751-91.7% |
| Participant deferral / active EE | $714 | $2,557-72.1% | $1,924-62.9% | $6,710-89.4% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |