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 8-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 | $18,792 | $104,106-81.9% | $71,086-73.6% | $135,375-86.1% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -12.30% | 1256.30%-1268.6pp | 650.59%-662.9pp | 519.73%-532.0pp |
| Employer contribution / active EE | $1,259 | $1,485-15.2% | $1,088+15.8% | $4,779-73.6% |
| Participant deferral / active EE | $3,853 | $2,527+52.5% | $1,874+105.6% | $5,609-31.3% |
| Admin fee / account holder | $98 | $4,142-97.6% | $3,082-96.8% | $10,827-99.1% |