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 8-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 | $70,039 | $138,044-49.3% | $125,339-44.1% | $134,475-47.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.39% | 750.33%-767.7pp | 572.05%-589.4pp | 417.96%-435.4pp |
| Employer contribution / active EE | $7,290 | $5,243+39.0% | $4,814+51.4% | $4,740+53.8% |
| Participant deferral / active EE | $10,025 | $7,799+28.5% | $7,446+34.6% | $6,400+56.6% |
| Admin fee / account holder | $177 | $11,571-98.5% | $10,010-98.2% | $11,426-98.4% |