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 | $95,825 | $138,044-30.6% | $125,339-23.5% | $134,475-28.7% |
| Participation rate | 84.6% | 84.5%+0.1pp | 82.4%+2.2pp | 81.2%+3.4pp |
| Annual return | -18.32% | 750.33%-768.6pp | 572.05%-590.4pp | 417.96%-436.3pp |
| Employer contribution / active EE | $1,892 | $5,243-63.9% | $4,814-60.7% | $4,740-60.1% |
| Participant deferral / active EE | $4,227 | $7,799-45.8% | $7,446-43.2% | $6,400-33.9% |
| Admin fee / account holder | $123 | $11,571-98.9% | $10,010-98.8% | $11,426-98.9% |