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 | $44,525 | $138,044-67.7% | $125,339-64.5% | $134,475-66.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.94% | 750.33%-769.3pp | 572.05%-591.0pp | 417.96%-436.9pp |
| Employer contribution / active EE | $2,970 | $5,243-43.4% | $4,814-38.3% | $4,740-37.3% |
| Participant deferral / active EE | $10,816 | $7,799+38.7% | $7,446+45.3% | $6,400+69.0% |
| Admin fee / account holder | $190 | $11,571-98.4% | $10,010-98.1% | $11,426-98.3% |