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 | $20,048 | $84,695-76.3% | $73,843-72.9% | $125,391-84.0% |
| Participation rate | 80.0% | 76.8%+3.2pp | 73.4%+6.6pp | 83.2%-3.2pp |
| Annual return | -3.19% | 3123.53%-3126.7pp | 2267.84%-2271.0pp | 282.22%-285.4pp |
| Employer contribution / active EE | $237 | $3,123-92.4% | $2,787-91.5% | $4,866-95.1% |
| Participant deferral / active EE | $992 | $3,992-75.2% | $3,583-72.3% | $5,352-81.5% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,540-100.0% |