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 | $77,190 | $138,044-44.1% | $125,339-38.4% | $134,475-42.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.08% | 750.33%-767.4pp | 572.05%-589.1pp | 417.96%-435.0pp |
| Employer contribution / active EE | $2,366 | $5,243-54.9% | $4,814-50.8% | $4,740-50.1% |
| Participant deferral / active EE | $13,843 | $7,799+77.5% | $7,446+85.9% | $6,400+116.3% |
| Admin fee / account holder | $292 | $11,571-97.5% | $10,010-97.1% | $11,426-97.4% |