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 | $3,177 | $67,823-95.3% | $52,425-93.9% | $137,256-97.7% |
| Participation rate | 83.3% | 63.9%+19.4pp | 55.6%+27.7pp | 80.0%+3.4pp |
| Annual return | 28.39% | 219.11%-190.7pp | 302.12%-273.7pp | 220.34%-191.9pp |
| Employer contribution / active EE | $724 | $1,163-37.8% | $914-20.8% | $4,156-82.6% |
| Participant deferral / active EE | $906 | $2,288-60.4% | $1,790-49.4% | $6,407-85.9% |
| Admin fee / account holder | $64 | $2,844-97.7% | $2,495-97.4% | $12,270-99.5% |