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 10-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 | $19,128 | $104,106-81.6% | $71,086-73.1% | $135,375-85.9% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -11.70% | 1256.30%-1268.0pp | 650.59%-662.3pp | 519.73%-531.4pp |
| Employer contribution / active EE | $1,382 | $1,485-7.0% | $1,088+27.0% | $4,779-71.1% |
| Participant deferral / active EE | $4,293 | $2,527+69.9% | $1,874+129.1% | $5,609-23.5% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,827-100.0% |