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 | $2,171 | $70,606-96.9% | $53,898-96.0% | $142,382-98.5% |
| Participation rate | 90.9% | 63.7%+27.2pp | 55.0%+35.9pp | 80.1%+10.8pp |
| Annual return | 27.95% | 619.81%-591.9pp | 528.60%-500.6pp | 217.08%-189.1pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,158 | $2,364-51.0% | $1,826-36.6% | $6,507-82.2% |
| Admin fee / account holder | $128 | $2,852-95.5% | $2,491-94.8% | $12,624-99.0% |