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 | $2,997 | $76,738-96.1% | $56,411-94.7% | $145,922-97.9% |
| Participation rate | 72.2% | 63.2%+9.0pp | 52.5%+19.8pp | 80.3%-8.1pp |
| Annual return | 30.07% | 2994.23%-2964.2pp | 1701.33%-1671.3pp | 561.29%-531.2pp |
| Employer contribution / active EE | $821 | $1,380-40.5% | $1,039-20.9% | $4,660-82.4% |
| Participant deferral / active EE | $875 | $2,623-66.6% | $1,952-55.2% | $6,688-86.9% |
| Admin fee / account holder | $4 | $3,334-99.9% | $2,829-99.8% | $13,397-100.0% |