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 | $30,400-92.8% | $53,898-95.9% | $84,808-97.4% |
| Participation rate | 70.0% | 46.4%+23.6pp | 55.0%+15.0pp | 68.3%+1.7pp |
| Annual return | 22.85% | 500.19%-477.3pp | 528.60%-505.8pp | 40.90%-18.1pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $555 | $1,199-53.7% | $1,826-69.6% | $4,212-86.8% |
| Admin fee / account holder | $4 | $1,993-99.8% | $2,491-99.9% | $7,344-100.0% |