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 | $1,565 | $30,400-94.9% | $53,898-97.1% | $84,808-98.2% |
| Participation rate | 72.0% | 46.4%+25.6pp | 55.0%+17.0pp | 68.3%+3.7pp |
| Annual return | 32.08% | 500.19%-468.1pp | 528.60%-496.5pp | 40.90%-8.8pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $294 | $1,199-75.5% | $1,826-83.9% | $4,212-93.0% |
| Admin fee / account holder | $66 | $1,993-96.7% | $2,491-97.4% | $7,344-99.1% |