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 | $2,188 | $29,319-92.5% | $52,425-95.8% | $82,448-97.3% |
| Participation rate | 70.0% | 46.9%+23.1pp | 55.6%+14.4pp | 68.1%+1.9pp |
| Annual return | 22.85% | 535.20%-512.4pp | 302.12%-279.3pp | 41.64%-18.8pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $555 | $1,171-52.7% | $1,790-69.0% | $4,139-86.6% |
| Admin fee / account holder | $4 | $1,962-99.8% | $2,495-99.9% | $7,234-100.0% |