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 | $3,567 | $30,400-88.3% | $53,898-93.4% | $84,808-95.8% |
| Participation rate | 80.5% | 46.4%+34.0pp | 55.0%+25.5pp | 68.3%+12.2pp |
| Annual return | 22.33% | 500.19%-477.9pp | 528.60%-506.3pp | 40.90%-18.6pp |
| Employer contribution / active EE | $488 | $603-19.0% | $932-47.6% | $2,631-81.5% |
| Participant deferral / active EE | $662 | $1,199-44.7% | $1,826-63.7% | $4,212-84.3% |
| Admin fee / account holder | $156 | $1,993-92.2% | $2,491-93.8% | $7,344-97.9% |