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 8-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 | $4,355 | $27,915-84.4% | $58,482-92.6% | $75,163-94.2% |
| Participation rate | 80.8% | 38.8%+41.9pp | 50.9%+29.9pp | 67.2%+13.6pp |
| Annual return | 22.21% | 44.20%-22.0pp | 4239.32%-4217.1pp | 160.62%-138.4pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,413 | $1,201+17.6% | $1,924-26.6% | $4,125-65.8% |
| Admin fee / account holder | $14 | $1,726-99.2% | $2,516-99.4% | $5,651-99.7% |