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 | $2,079 | $70,606-97.1% | $53,898-96.1% | $142,382-98.5% |
| Participation rate | 91.7% | 63.7%+28.0pp | 55.0%+36.7pp | 80.1%+11.5pp |
| Annual return | 29.00% | 619.81%-590.8pp | 528.60%-499.6pp | 217.08%-188.1pp |
| Employer contribution / active EE | $428 | $1,202-64.4% | $932-54.1% | $4,299-90.1% |
| Participant deferral / active EE | $465 | $2,364-80.3% | $1,826-74.5% | $6,507-92.9% |
| Admin fee / account holder | $66 | $2,852-97.7% | $2,491-97.3% | $12,624-99.5% |