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 4-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 | $3,164 | $67,823-95.3% | $52,425-94.0% | $137,256-97.7% |
| Participation rate | 70.0% | 63.9%+6.1pp | 55.6%+14.4pp | 80.0%-10.0pp |
| Annual return | 21.00% | 219.11%-198.1pp | 302.12%-281.1pp | 220.34%-199.3pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $438 | $2,288-80.9% | $1,790-75.5% | $6,407-93.2% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |