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 | $1,772 | $70,606-97.5% | $53,898-96.7% | $142,382-98.8% |
| Participation rate | 95.0% | 63.7%+31.3pp | 55.0%+40.0pp | 80.1%+14.9pp |
| Annual return | 24.92% | 619.81%-594.9pp | 528.60%-503.7pp | 217.08%-192.2pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $976 | $2,364-58.7% | $1,826-46.6% | $6,507-85.0% |
| Admin fee / account holder | $4 | $2,852-99.9% | $2,491-99.9% | $12,624-100.0% |