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 | $20,100 | $138,044-85.4% | $125,339-84.0% | $134,475-85.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.16% | 750.33%-770.5pp | 572.05%-592.2pp | 417.96%-438.1pp |
| Employer contribution / active EE | $3,899 | $5,243-25.6% | $4,814-19.0% | $4,740-17.7% |
| Participant deferral / active EE | $6,633 | $7,799-14.9% | $7,446-10.9% | $6,400+3.6% |
| Admin fee / account holder | $199 | $11,571-98.3% | $10,010-98.0% | $11,426-98.3% |