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 | $3,496 | $70,606-95.0% | $53,898-93.5% | $142,382-97.5% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 26.54% | 619.81%-593.3pp | 528.60%-502.1pp | 217.08%-190.5pp |
| Employer contribution / active EE | $753 | $1,202-37.3% | $932-19.2% | $4,299-82.5% |
| Participant deferral / active EE | $1,502 | $2,364-36.4% | $1,826-17.7% | $6,507-76.9% |
| Admin fee / account holder | $168 | $2,852-94.1% | $2,491-93.3% | $12,624-98.7% |