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 | $47,019 | $138,044-65.9% | $125,339-62.5% | $134,475-65.0% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -20.44% | 750.33%-770.8pp | 572.05%-592.5pp | 417.96%-438.4pp |
| Employer contribution / active EE | $3,057 | $5,243-41.7% | $4,814-36.5% | $4,740-35.5% |
| Participant deferral / active EE | $9,465 | $7,799+21.4% | $7,446+27.1% | $6,400+47.9% |
| Admin fee / account holder | $194 | $11,571-98.3% | $10,010-98.1% | $11,426-98.3% |