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 | $2,144 | $27,915-92.3% | $58,482-96.3% | $75,163-97.1% |
| Participation rate | 88.3% | 38.8%+49.5pp | 50.9%+37.5pp | 67.2%+21.1pp |
| Annual return | 10766.85% | 44.20%+10722.7pp | 4239.32%+6527.5pp | 160.62%+10606.2pp |
| Employer contribution / active EE | $537 | $669-19.7% | $1,053-49.0% | $2,670-79.9% |
| Participant deferral / active EE | $1,259 | $1,201+4.8% | $1,924-34.5% | $4,125-69.5% |
| Admin fee / account holder | $182 | $1,726-89.5% | $2,516-92.8% | $5,651-96.8% |