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 6-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 | $38,043 | $138,044-72.4% | $125,339-69.6% | $134,475-71.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.90% | 750.33%-767.2pp | 572.05%-589.0pp | 417.96%-434.9pp |
| Employer contribution / active EE | $5,643 | $5,243+7.6% | $4,814+17.2% | $4,740+19.1% |
| Participant deferral / active EE | $8,697 | $7,799+11.5% | $7,446+16.8% | $6,400+35.9% |
| Admin fee / account holder | $70 | $11,571-99.4% | $10,010-99.3% | $11,426-99.4% |