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 7-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 | $8,445 | $67,331-87.5% | $60,874-86.1% | $134,475-93.7% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.1%+6.9pp | 81.2%-1.2pp |
| Annual return | -19.33% | 49.93%-69.3pp | 16.90%-36.2pp | 417.96%-437.3pp |
| Employer contribution / active EE | $862 | $3,096-72.1% | $2,701-68.1% | $4,740-81.8% |
| Participant deferral / active EE | $1,182 | $4,538-73.9% | $3,817-69.0% | $6,400-81.5% |
| Admin fee / account holder | $0 | $4,582-100.0% | $3,224-100.0% | $11,426-100.0% |