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 | $59,270 | $138,044-57.1% | $125,339-52.7% | $134,475-55.9% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -19.50% | 750.33%-769.8pp | 572.05%-591.6pp | 417.96%-437.5pp |
| Employer contribution / active EE | $3,750 | $5,243-28.5% | $4,814-22.1% | $4,740-20.9% |
| Participant deferral / active EE | $12,122 | $7,799+55.4% | $7,446+62.8% | $6,400+89.4% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |