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 7-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 | $72,549 | $92,703-21.7% | $82,719-12.3% | $134,475-46.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -11.68% | 944.92%-956.6pp | 701.18%-712.9pp | 417.96%-429.6pp |
| Employer contribution / active EE | $3,168 | $3,274-3.2% | $3,009+5.3% | $4,740-33.2% |
| Participant deferral / active EE | $11,805 | $4,802+145.8% | $4,395+168.6% | $6,400+84.5% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |