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 | $38,255 | $138,044-72.3% | $125,339-69.5% | $134,475-71.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.38% | 750.33%-760.7pp | 572.05%-582.4pp | 417.96%-428.3pp |
| Employer contribution / active EE | $7,249 | $5,243+38.2% | $4,814+50.6% | $4,740+52.9% |
| Participant deferral / active EE | $7,901 | $7,799+1.3% | $7,446+6.1% | $6,400+23.5% |
| Admin fee / account holder | $151 | $11,571-98.7% | $10,010-98.5% | $11,426-98.7% |