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 | $3,351 | $74,888-95.5% | $71,209-95.3% | $142,382-97.6% |
| Participation rate | 93.3% | 76.2%+17.1pp | 73.8%+19.6pp | 80.1%+13.2pp |
| Annual return | 25.51% | 345.14%-319.6pp | 282.51%-257.0pp | 217.08%-191.6pp |
| Employer contribution / active EE | $499 | $2,854-82.5% | $2,721-81.7% | $4,299-88.4% |
| Participant deferral / active EE | $803 | $4,454-82.0% | $4,175-80.8% | $6,507-87.7% |
| Admin fee / account holder | $7 | $5,568-99.9% | $5,349-99.9% | $12,624-99.9% |