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 | $35,607 | $138,044-74.2% | $125,339-71.6% | $134,475-73.5% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -8.30% | 750.33%-758.6pp | 572.05%-580.4pp | 417.96%-426.3pp |
| Employer contribution / active EE | $2,528 | $5,243-51.8% | $4,814-47.5% | $4,740-46.7% |
| Participant deferral / active EE | $7,051 | $7,799-9.6% | $7,446-5.3% | $6,400+10.2% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |