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 | $9,995 | $30,400-67.1% | $53,898-81.5% | $84,808-88.2% |
| Participation rate | 84.4% | 46.4%+37.9pp | 55.0%+29.4pp | 68.3%+16.1pp |
| Annual return | 18.88% | 500.19%-481.3pp | 528.60%-509.7pp | 40.90%-22.0pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,557 | $1,199+113.3% | $1,826+40.0% | $4,212-39.3% |
| Admin fee / account holder | $239 | $1,993-88.0% | $2,491-90.4% | $7,344-96.7% |