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 | $3,988 | $30,400-86.9% | $53,898-92.6% | $84,808-95.3% |
| Participation rate | 84.6% | 46.4%+38.2pp | 55.0%+29.7pp | 68.3%+16.3pp |
| Annual return | 23.81% | 500.19%-476.4pp | 528.60%-504.8pp | 40.90%-17.1pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,268 | $1,199+5.8% | $1,826-30.6% | $4,212-69.9% |
| Admin fee / account holder | $245 | $1,993-87.7% | $2,491-90.2% | $7,344-96.7% |