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 | $2,120 | $76,738-97.2% | $56,411-96.2% | $145,922-98.5% |
| Participation rate | 94.4% | 63.2%+31.2pp | 52.5%+42.0pp | 80.3%+14.2pp |
| Annual return | 20.18% | 2994.23%-2974.0pp | 1701.33%-1681.2pp | 561.29%-541.1pp |
| Employer contribution / active EE | $813 | $1,380-41.1% | $1,039-21.7% | $4,660-82.6% |
| Participant deferral / active EE | $911 | $2,623-65.3% | $1,952-53.3% | $6,688-86.4% |
| Admin fee / account holder | $71 | $3,334-97.9% | $2,829-97.5% | $13,397-99.5% |