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 | $7,788 | $70,606-89.0% | $53,898-85.6% | $142,382-94.5% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 29.00% | 619.81%-590.8pp | 528.60%-499.6pp | 217.08%-188.1pp |
| Employer contribution / active EE | $943 | $1,202-21.6% | $932+1.1% | $4,299-78.1% |
| Participant deferral / active EE | $2,147 | $2,364-9.2% | $1,826+17.6% | $6,507-67.0% |
| Admin fee / account holder | $35 | $2,852-98.8% | $2,491-98.6% | $12,624-99.7% |