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 | $2,158 | $29,319-92.6% | $52,425-95.9% | $82,448-97.4% |
| Participation rate | 71.0% | 46.9%+24.1pp | 55.6%+15.3pp | 68.1%+2.9pp |
| Annual return | 19.36% | 535.20%-515.8pp | 302.12%-282.8pp | 41.64%-22.3pp |
| Employer contribution / active EE | $279 | $586-52.4% | $914-69.4% | $2,551-89.1% |
| Participant deferral / active EE | $620 | $1,171-47.0% | $1,790-65.4% | $4,139-85.0% |
| Admin fee / account holder | $123 | $1,962-93.8% | $2,495-95.1% | $7,234-98.3% |