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 10-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 | $4,226 | $30,400-86.1% | $53,898-92.2% | $84,808-95.0% |
| Participation rate | 100.0% | 46.4%+53.6pp | 55.0%+45.0pp | 68.3%+31.7pp |
| Annual return | 21.04% | 500.19%-479.2pp | 528.60%-507.6pp | 40.90%-19.9pp |
| Employer contribution / active EE | $552 | $603-8.3% | $932-40.7% | $2,631-79.0% |
| Participant deferral / active EE | $1,168 | $1,199-2.6% | $1,826-36.1% | $4,212-72.3% |
| Admin fee / account holder | $63 | $1,993-96.9% | $2,491-97.5% | $7,344-99.1% |