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 | $1,882 | $30,400-93.8% | $53,898-96.5% | $84,808-97.8% |
| Participation rate | 82.1% | 46.4%+35.7pp | 55.0%+27.2pp | 68.3%+13.8pp |
| Annual return | 19.15% | 500.19%-481.0pp | 528.60%-509.5pp | 40.90%-21.7pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $671 | $1,199-44.0% | $1,826-63.3% | $4,212-84.1% |
| Admin fee / account holder | $83 | $1,993-95.8% | $2,491-96.7% | $7,344-98.9% |