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 | $3,112 | $81,625-96.2% | $58,482-94.7% | $139,434-97.8% |
| Participation rate | 80.0% | 61.3%+18.7pp | 50.9%+29.1pp | 80.3%-0.3pp |
| Annual return | 43.03% | 7404.20%-7361.2pp | 4239.32%-4196.3pp | 372.94%-329.9pp |
| Employer contribution / active EE | $775 | $1,398-44.6% | $1,053-26.4% | $4,751-83.7% |
| Participant deferral / active EE | $789 | $2,557-69.1% | $1,924-59.0% | $6,710-88.2% |
| Admin fee / account holder | $7 | $3,265-99.8% | $2,516-99.7% | $11,403-99.9% |