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 | $1,547 | $30,400-94.9% | $53,898-97.1% | $84,808-98.2% |
| Participation rate | 77.4% | 46.4%+31.0pp | 55.0%+22.5pp | 68.3%+9.1pp |
| Annual return | 33.24% | 500.19%-466.9pp | 528.60%-495.4pp | 40.90%-7.7pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $755 | $1,199-37.0% | $1,826-58.7% | $4,212-82.1% |
| Admin fee / account holder | $67 | $1,993-96.7% | $2,491-97.3% | $7,344-99.1% |