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 | $2,193 | $70,606-96.9% | $53,898-95.9% | $142,382-98.5% |
| Participation rate | 90.5% | 63.7%+26.8pp | 55.0%+35.5pp | 80.1%+10.4pp |
| Annual return | 23.04% | 619.81%-596.8pp | 528.60%-505.6pp | 217.08%-194.0pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $669 | $2,364-71.7% | $1,826-63.4% | $6,507-89.7% |
| Admin fee / account holder | $39 | $2,852-98.6% | $2,491-98.4% | $12,624-99.7% |