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 6-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 | $3,483 | $29,319-88.1% | $52,425-93.4% | $82,448-95.8% |
| Participation rate | 96.0% | 46.9%+49.1pp | 55.6%+40.4pp | 68.1%+27.9pp |
| Annual return | 23.52% | 535.20%-511.7pp | 302.12%-278.6pp | 41.64%-18.1pp |
| Employer contribution / active EE | $269 | $586-54.1% | $914-70.5% | $2,551-89.4% |
| Participant deferral / active EE | $460 | $1,171-60.7% | $1,790-74.3% | $4,139-88.9% |
| Admin fee / account holder | $236 | $1,962-87.9% | $2,495-90.5% | $7,234-96.7% |