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 | $3,804 | $30,400-87.5% | $53,898-92.9% | $84,808-95.5% |
| Participation rate | 87.8% | 46.4%+41.4pp | 55.0%+32.8pp | 68.3%+19.5pp |
| Annual return | 20.55% | 500.19%-479.6pp | 528.60%-508.1pp | 40.90%-20.3pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $861 | $1,199-28.1% | $1,826-52.8% | $4,212-79.5% |
| Admin fee / account holder | $166 | $1,993-91.7% | $2,491-93.3% | $7,344-97.7% |