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 | $2,667 | $29,319-90.9% | $52,425-94.9% | $82,448-96.8% |
| Participation rate | 84.6% | 46.9%+37.8pp | 55.6%+29.0pp | 68.1%+16.5pp |
| Annual return | 22.10% | 535.20%-513.1pp | 302.12%-280.0pp | 41.64%-19.5pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $547 | $1,171-53.3% | $1,790-69.4% | $4,139-86.8% |
| Admin fee / account holder | $20 | $1,962-99.0% | $2,495-99.2% | $7,234-99.7% |