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 | $36,095 | $133,958-73.1% | $112,228-67.8% | $134,475-73.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.45% | 47.11%-62.6pp | 27.45%-42.9pp | 417.96%-433.4pp |
| Employer contribution / active EE | $11,687 | $4,038+189.4% | $3,635+221.5% | $4,740+146.6% |
| Participant deferral / active EE | $11,611 | $5,291+119.5% | $4,728+145.6% | $6,400+81.4% |
| Admin fee / account holder | $18 | $7,489-99.8% | $6,410-99.7% | $11,426-99.8% |