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 | $19,918 | $190,805-89.6% | $159,960-87.5% | $134,475-85.2% |
| Participation rate | 70.0% | 81.9%-11.9pp | 78.0%-8.0pp | 81.2%-11.2pp |
| Annual return | -19.13% | 552.23%-571.4pp | 408.60%-427.7pp | 417.96%-437.1pp |
| Employer contribution / active EE | $1,685 | $4,995-66.3% | $4,226-60.1% | $4,740-64.5% |
| Participant deferral / active EE | $2,138 | $6,923-69.1% | $6,182-65.4% | $6,400-66.6% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |