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 | $3,890 | $70,606-94.5% | $53,898-92.8% | $142,382-97.3% |
| Participation rate | 93.3% | 63.7%+29.6pp | 55.0%+38.4pp | 80.1%+13.2pp |
| Annual return | 29.36% | 619.81%-590.5pp | 528.60%-499.2pp | 217.08%-187.7pp |
| Employer contribution / active EE | $575 | $1,202-52.2% | $932-38.3% | $4,299-86.6% |
| Participant deferral / active EE | $846 | $2,364-64.2% | $1,826-53.7% | $6,507-87.0% |
| Admin fee / account holder | $16 | $2,852-99.4% | $2,491-99.3% | $12,624-99.9% |