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 | $28,017 | $138,065-79.7% | $123,544-77.3% | $135,375-79.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.42% | 153.68%-161.1pp | 119.20%-126.6pp | 519.73%-527.2pp |
| Employer contribution / active EE | $3,039 | $5,151-41.0% | $4,628-34.3% | $4,779-36.4% |
| Participant deferral / active EE | $10,223 | $6,799+50.4% | $6,426+59.1% | $5,609+82.3% |
| Admin fee / account holder | $213 | $10,916-98.1% | $9,284-97.7% | $10,827-98.0% |