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 | $2,180 | $27,915-92.2% | $58,482-96.3% | $75,163-97.1% |
| Participation rate | 88.5% | 38.8%+49.6pp | 50.9%+37.6pp | 67.2%+21.3pp |
| Annual return | 35.62% | 44.20%-8.6pp | 4239.32%-4203.7pp | 160.62%-125.0pp |
| Employer contribution / active EE | $1,053 | $669+57.4% | $1,0530% | $2,670-60.5% |
| Participant deferral / active EE | $1,091 | $1,201-9.2% | $1,924-43.3% | $4,125-73.6% |
| Admin fee / account holder | $15 | $1,726-99.1% | $2,516-99.4% | $5,651-99.7% |