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 7-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 | $28,293 | $138,044-79.5% | $125,339-77.4% | $134,475-79.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.86% | 750.33%-770.2pp | 572.05%-591.9pp | 417.96%-437.8pp |
| Employer contribution / active EE | $3,040 | $5,243-42.0% | $4,814-36.8% | $4,740-35.9% |
| Participant deferral / active EE | $10,213 | $7,799+31.0% | $7,446+37.1% | $6,400+59.6% |
| Admin fee / account holder | $97 | $11,571-99.2% | $10,010-99.0% | $11,426-99.1% |