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 | $92,168 | $138,044-33.2% | $125,339-26.5% | $134,475-31.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -7.54% | 750.33%-757.9pp | 572.05%-579.6pp | 417.96%-425.5pp |
| Employer contribution / active EE | $15,694 | $5,243+199.3% | $4,814+226.0% | $4,740+231.1% |
| Participant deferral / active EE | $11,135 | $7,799+42.8% | $7,446+49.5% | $6,400+74.0% |
| Admin fee / account holder | $24 | $11,571-99.8% | $10,010-99.8% | $11,426-99.8% |