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 5-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 | $2,927 | $70,606-95.9% | $53,898-94.6% | $142,382-97.9% |
| Participation rate | 71.4% | 63.7%+7.7pp | 55.0%+16.5pp | 80.1%-8.7pp |
| Annual return | 19.12% | 619.81%-600.7pp | 528.60%-509.5pp | 217.08%-198.0pp |
| Employer contribution / active EE | $283 | $1,202-76.5% | $932-69.7% | $4,299-93.4% |
| Participant deferral / active EE | $356 | $2,364-84.9% | $1,826-80.5% | $6,507-94.5% |
| Admin fee / account holder | $184 | $2,852-93.6% | $2,491-92.6% | $12,624-98.5% |