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 | $2,055 | $76,738-97.3% | $56,411-96.4% | $145,922-98.6% |
| Participation rate | 88.9% | 63.2%+25.7pp | 52.5%+36.4pp | 80.3%+8.6pp |
| Annual return | 19.62% | 2994.23%-2974.6pp | 1701.33%-1681.7pp | 561.29%-541.7pp |
| Employer contribution / active EE | $530 | $1,380-61.6% | $1,039-49.0% | $4,660-88.6% |
| Participant deferral / active EE | $805 | $2,623-69.3% | $1,952-58.7% | $6,688-88.0% |
| Admin fee / account holder | $239 | $3,334-92.8% | $2,829-91.6% | $13,397-98.2% |