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 | $2,178 | $30,400-92.8% | $53,898-96.0% | $84,808-97.4% |
| Participation rate | 94.5% | 46.4%+48.1pp | 55.0%+39.6pp | 68.3%+26.2pp |
| Annual return | 30.51% | 500.19%-469.7pp | 528.60%-498.1pp | 40.90%-10.4pp |
| Employer contribution / active EE | $652 | $603+8.2% | $932-30.1% | $2,631-75.2% |
| Participant deferral / active EE | $1,028 | $1,199-14.2% | $1,826-43.7% | $4,212-75.6% |
| Admin fee / account holder | $12 | $1,993-99.4% | $2,491-99.5% | $7,344-99.8% |