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 | $1,817 | $22,587-92.0% | $65,255-97.2% | $75,163-97.6% |
| Participation rate | 80.0% | 63.1%+16.9pp | 65.0%+15.0pp | 67.2%+12.8pp |
| Annual return | 297.02% | 71.03%+226.0pp | 47.35%+249.7pp | 160.62%+136.4pp |
| Employer contribution / active EE | $586 | $941-37.7% | $1,691-65.4% | $2,670-78.1% |
| Participant deferral / active EE | $2,009 | $1,695+18.5% | $2,831-29.0% | $4,125-51.3% |
| Admin fee / account holder | $264 | $1,876-85.9% | $4,112-93.6% | $5,651-95.3% |