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 | $38,876 | $168,632-76.9% | $147,614-73.7% | $125,391-69.0% |
| Participation rate | 72.7% | 88.8%-16.0pp | 84.6%-11.9pp | 83.2%-10.5pp |
| Annual return | -1.48% | 77.65%-79.1pp | 61.98%-63.5pp | 282.22%-283.7pp |
| Employer contribution / active EE | $5,245 | $6,252-16.1% | $5,564-5.7% | $4,866+7.8% |
| Participant deferral / active EE | $3,498 | $5,507-36.5% | $4,895-28.5% | $5,352-34.6% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |