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 4-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 | $2,820 | $30,400-90.7% | $53,898-94.8% | $84,808-96.7% |
| Participation rate | 75.8% | 46.4%+29.3pp | 55.0%+20.8pp | 68.3%+7.4pp |
| Annual return | 23.09% | 500.19%-477.1pp | 528.60%-505.5pp | 40.90%-17.8pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $431 | $1,199-64.1% | $1,826-76.4% | $4,212-89.8% |
| Admin fee / account holder | $0 | $1,993-100.0% | $2,491-100.0% | $7,344-100.0% |