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 8-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 | $63,374 | $138,044-54.1% | $125,339-49.4% | $134,475-52.9% |
| Participation rate | 84.6% | 84.5%+0.1pp | 82.4%+2.2pp | 81.2%+3.4pp |
| Annual return | -18.52% | 750.33%-768.8pp | 572.05%-590.6pp | 417.96%-436.5pp |
| Employer contribution / active EE | $2,905 | $5,243-44.6% | $4,814-39.7% | $4,740-38.7% |
| Participant deferral / active EE | $14,822 | $7,799+90.1% | $7,446+99.1% | $6,400+131.6% |
| Admin fee / account holder | $244 | $11,571-97.9% | $10,010-97.6% | $11,426-97.9% |