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 | $109,486 | $106,543+2.8% | $91,220+20.0% | $134,475-18.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -19.03% | 160.60%-179.6pp | 114.01%-133.0pp | 417.96%-437.0pp |
| Employer contribution / active EE | $2,228 | $3,331-33.1% | $2,850-21.8% | $4,740-53.0% |
| Participant deferral / active EE | $14,926 | $4,719+216.3% | $4,234+252.6% | $6,400+133.2% |
| Admin fee / account holder | $51 | $6,231-99.2% | $5,420-99.1% | $11,426-99.6% |