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 10-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 | $2,336 | $29,660-92.1% | $56,411-95.9% | $80,856-97.1% |
| Participation rate | 78.1% | 41.6%+36.5pp | 52.5%+25.7pp | 67.6%+10.5pp |
| Annual return | 17.64% | 35.23%-17.6pp | 1701.33%-1683.7pp | 35.59%-18.0pp |
| Employer contribution / active EE | $282 | $669-57.9% | $1,039-72.9% | $2,755-89.8% |
| Participant deferral / active EE | $561 | $1,226-54.2% | $1,952-71.2% | $4,296-86.9% |
| Admin fee / account holder | $28 | $2,428-98.8% | $2,829-99.0% | $6,918-99.6% |