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 | $4,271 | $74,888-94.3% | $71,209-94.0% | $142,382-97.0% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.1%-8.7pp |
| Annual return | 30.78% | 345.14%-314.4pp | 282.51%-251.7pp | 217.08%-186.3pp |
| Employer contribution / active EE | $506 | $2,854-82.3% | $2,721-81.4% | $4,299-88.2% |
| Participant deferral / active EE | $872 | $4,454-80.4% | $4,175-79.1% | $6,507-86.6% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |