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 | $3,357 | $81,625-95.9% | $58,482-94.3% | $139,434-97.6% |
| Participation rate | 89.5% | 61.3%+28.1pp | 50.9%+38.6pp | 80.3%+9.2pp |
| Annual return | 20.14% | 7404.20%-7384.1pp | 4239.32%-4219.2pp | 372.94%-352.8pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $586 | $2,557-77.1% | $1,924-69.5% | $6,710-91.3% |
| Admin fee / account holder | $97 | $3,265-97.0% | $2,516-96.2% | $11,403-99.2% |