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 | $105,882 | $138,044-23.3% | $125,339-15.5% | $134,475-21.3% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -15.49% | 750.33%-765.8pp | 572.05%-587.5pp | 417.96%-433.5pp |
| Employer contribution / active EE | $4,029 | $5,243-23.2% | $4,814-16.3% | $4,740-15.0% |
| Participant deferral / active EE | $9,291 | $7,799+19.1% | $7,446+24.8% | $6,400+45.2% |
| Admin fee / account holder | $221 | $11,571-98.1% | $10,010-97.8% | $11,426-98.1% |