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 | $67,823-96.9% | $52,425-96.0% | $137,256-98.5% |
| Participation rate | 91.7% | 63.9%+27.8pp | 55.6%+36.0pp | 80.0%+11.7pp |
| Annual return | 29.00% | 219.11%-190.1pp | 302.12%-273.1pp | 220.34%-191.3pp |
| Employer contribution / active EE | $428 | $1,163-63.2% | $914-53.2% | $4,156-89.7% |
| Participant deferral / active EE | $465 | $2,288-79.7% | $1,790-74.0% | $6,407-92.7% |
| Admin fee / account holder | $66 | $2,844-97.7% | $2,495-97.4% | $12,270-99.5% |