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 | $2,464 | $70,606-96.5% | $53,898-95.4% | $142,382-98.3% |
| Participation rate | 93.3% | 63.7%+29.6pp | 55.0%+38.4pp | 80.1%+13.2pp |
| Annual return | 20.36% | 619.81%-599.5pp | 528.60%-508.2pp | 217.08%-196.7pp |
| Employer contribution / active EE | $118 | $1,202-90.2% | $932-87.4% | $4,299-97.3% |
| Participant deferral / active EE | $1,121 | $2,364-52.6% | $1,826-38.6% | $6,507-82.8% |
| Admin fee / account holder | $133 | $2,852-95.3% | $2,491-94.7% | $12,624-98.9% |