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 | $70,529 | $138,044-48.9% | $125,339-43.7% | $134,475-47.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.51% | 750.33%-770.8pp | 572.05%-592.6pp | 417.96%-438.5pp |
| Employer contribution / active EE | $12,632 | $5,243+140.9% | $4,814+162.4% | $4,740+166.5% |
| Participant deferral / active EE | $27,197 | $7,799+248.7% | $7,446+265.2% | $6,400+325.0% |
| Admin fee / account holder | $270 | $11,571-97.7% | $10,010-97.3% | $11,426-97.6% |