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 | $72,395 | $138,065-47.6% | $123,544-41.4% | $135,375-46.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.44% | 153.68%-160.1pp | 119.20%-125.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $12,259 | $5,151+138.0% | $4,628+164.9% | $4,779+156.5% |
| Participant deferral / active EE | $10,514 | $6,799+54.6% | $6,426+63.6% | $5,609+87.5% |
| Admin fee / account holder | $279 | $10,916-97.4% | $9,284-97.0% | $10,827-97.4% |