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 | $27,365 | $138,044-80.2% | $125,339-78.2% | $134,475-79.7% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -14.48% | 750.33%-764.8pp | 572.05%-586.5pp | 417.96%-432.4pp |
| Employer contribution / active EE | $5,089 | $5,243-2.9% | $4,814+5.7% | $4,740+7.4% |
| Participant deferral / active EE | $6,666 | $7,799-14.5% | $7,446-10.5% | $6,400+4.2% |
| Admin fee / account holder | $105 | $11,571-99.1% | $10,010-99.0% | $11,426-99.1% |