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 | $15,689 | $67,823-76.9% | $52,425-70.1% | $137,256-88.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 20.59% | 219.11%-198.5pp | 302.12%-281.5pp | 220.34%-199.8pp |
| Employer contribution / active EE | $558 | $1,163-52.0% | $914-38.9% | $4,156-86.6% |
| Participant deferral / active EE | $3,038 | $2,288+32.8% | $1,790+69.7% | $6,407-52.6% |
| Admin fee / account holder | $21 | $2,844-99.2% | $2,495-99.1% | $12,270-99.8% |