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 | $47,316 | $138,044-65.7% | $125,339-62.2% | $134,475-64.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.73% | 750.33%-760.1pp | 572.05%-581.8pp | 417.96%-427.7pp |
| Employer contribution / active EE | $1,595 | $5,243-69.6% | $4,814-66.9% | $4,740-66.3% |
| Participant deferral / active EE | $10,632 | $7,799+36.3% | $7,446+42.8% | $6,400+66.1% |
| Admin fee / account holder | $45 | $11,571-99.6% | $10,010-99.5% | $11,426-99.6% |