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 | $1,825 | $67,823-97.3% | $52,425-96.5% | $137,256-98.7% |
| Participation rate | 95.2% | 63.9%+31.3pp | 55.6%+39.6pp | 80.0%+15.3pp |
| Annual return | 22.23% | 219.11%-196.9pp | 302.12%-279.9pp | 220.34%-198.1pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $710 | $2,288-69.0% | $1,790-60.3% | $6,407-88.9% |
| Admin fee / account holder | $241 | $2,844-91.5% | $2,495-90.3% | $12,270-98.0% |