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 9-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 | $1,507 | $70,606-97.9% | $53,898-97.2% | $142,382-98.9% |
| Participation rate | 87.5% | 63.7%+23.8pp | 55.0%+32.5pp | 80.1%+7.4pp |
| Annual return | 15.84% | 619.81%-604.0pp | 528.60%-512.8pp | 217.08%-201.2pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $347 | $2,364-85.3% | $1,826-81.0% | $6,507-94.7% |
| Admin fee / account holder | $28 | $2,852-99.0% | $2,491-98.9% | $12,624-99.8% |