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 | $110,858 | $93,024+19.2% | $77,024+43.9% | $134,475-17.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -13.61% | 62.60%-76.2pp | 42.32%-55.9pp | 417.96%-431.6pp |
| Employer contribution / active EE | $3,174 | $3,418-7.2% | $2,812+12.8% | $4,740-33.0% |
| Participant deferral / active EE | $6,461 | $5,238+23.4% | $4,426+46.0% | $6,400+1.0% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |