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 | $15,799 | $90,600-82.6% | $79,464-80.1% | $135,375-88.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -2.16% | 977.43%-979.6pp | 718.14%-720.3pp | 519.73%-521.9pp |
| Employer contribution / active EE | $1,277 | $3,068-58.4% | $2,800-54.4% | $4,779-73.3% |
| Participant deferral / active EE | $2,222 | $4,050-45.2% | $3,704-40.0% | $5,609-60.4% |
| Admin fee / account holder | $53 | $5,907-99.1% | $5,113-99.0% | $10,827-99.5% |