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 4-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 | $4,553 | $30,400-85.0% | $53,898-91.6% | $84,808-94.6% |
| Participation rate | 88.9% | 46.4%+42.4pp | 55.0%+33.9pp | 68.3%+20.6pp |
| Annual return | 17.96% | 500.19%-482.2pp | 528.60%-510.6pp | 40.90%-22.9pp |
| Employer contribution / active EE | $250 | $603-58.6% | $932-73.2% | $2,631-90.5% |
| Participant deferral / active EE | $788 | $1,199-34.2% | $1,826-56.8% | $4,212-81.3% |
| Admin fee / account holder | $34 | $1,993-98.3% | $2,491-98.6% | $7,344-99.5% |