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 5-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 | $42,557 | $138,044-69.2% | $125,339-66.0% | $134,475-68.4% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -18.96% | 750.33%-769.3pp | 572.05%-591.0pp | 417.96%-436.9pp |
| Employer contribution / active EE | $5,435 | $5,243+3.7% | $4,814+12.9% | $4,740+14.7% |
| Participant deferral / active EE | $16,575 | $7,799+112.5% | $7,446+122.6% | $6,400+159.0% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |