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 | $18,431 | $104,106-82.3% | $71,086-74.1% | $135,375-86.4% |
| Participation rate | 84.6% | 65.7%+19.0pp | 54.7%+30.0pp | 82.6%+2.0pp |
| Annual return | -6.57% | 1256.30%-1262.9pp | 650.59%-657.2pp | 519.73%-526.3pp |
| Employer contribution / active EE | $2,369 | $1,485+59.5% | $1,088+117.8% | $4,779-50.4% |
| Participant deferral / active EE | $3,933 | $2,527+55.7% | $1,874+109.9% | $5,609-29.9% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,827-100.0% |