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 | $2,688 | $76,738-96.5% | $56,411-95.2% | $145,922-98.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 304.10% | 2994.23%-2690.1pp | 1701.33%-1397.2pp | 561.29%-257.2pp |
| Employer contribution / active EE | $369 | $1,380-73.3% | $1,039-64.5% | $4,660-92.1% |
| Participant deferral / active EE | $695 | $2,623-73.5% | $1,952-64.4% | $6,688-89.6% |
| Admin fee / account holder | $6 | $3,334-99.8% | $2,829-99.8% | $13,397-100.0% |