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 | $5,527 | $29,319-81.1% | $52,425-89.5% | $82,448-93.3% |
| Participation rate | 79.2% | 46.9%+32.3pp | 55.6%+23.5pp | 68.1%+11.1pp |
| Annual return | 25.61% | 535.20%-509.6pp | 302.12%-276.5pp | 41.64%-16.0pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,271 | $1,171+8.6% | $1,790-29.0% | $4,139-69.3% |
| Admin fee / account holder | $118 | $1,962-94.0% | $2,495-95.3% | $7,234-98.4% |