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 | $1,589 | $67,823-97.7% | $52,425-97.0% | $137,256-98.8% |
| Participation rate | 72.2% | 63.9%+8.3pp | 55.6%+16.6pp | 80.0%-7.7pp |
| Annual return | 24.96% | 219.11%-194.2pp | 302.12%-277.2pp | 220.34%-195.4pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $386 | $2,288-83.1% | $1,790-78.4% | $6,407-94.0% |
| Admin fee / account holder | $22 | $2,844-99.2% | $2,495-99.1% | $12,270-99.8% |