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 | $2,405 | $29,319-91.8% | $52,425-95.4% | $82,448-97.1% |
| Participation rate | 72.4% | 46.9%+25.6pp | 55.6%+16.8pp | 68.1%+4.3pp |
| Annual return | 26.01% | 535.20%-509.2pp | 302.12%-276.1pp | 41.64%-15.6pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $604 | $1,171-48.4% | $1,790-66.3% | $4,139-85.4% |
| Admin fee / account holder | $57 | $1,962-97.1% | $2,495-97.7% | $7,234-99.2% |