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 | $38,568 | $138,044-72.1% | $125,339-69.2% | $134,475-71.3% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -17.87% | 750.33%-768.2pp | 572.05%-589.9pp | 417.96%-435.8pp |
| Employer contribution / active EE | $3,139 | $5,243-40.1% | $4,814-34.8% | $4,740-33.8% |
| Participant deferral / active EE | $9,085 | $7,799+16.5% | $7,446+22.0% | $6,400+42.0% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |