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 9-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 | $17,791 | $54,350-67.3% | $82,719-78.5% | $68,494-74.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -14.80% | -13.67%-1.1pp | 701.18%-716.0pp | -7.84%-7.0pp |
| Employer contribution / active EE | $1,411 | $2,218-36.4% | $3,009-53.1% | $2,596-45.6% |
| Participant deferral / active EE | $1,232 | $3,246-62.1% | $4,395-72.0% | $4,027-69.4% |
| Admin fee / account holder | $290 | $4,395-93.4% | $5,329-94.6% | $5,403-94.6% |