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 | $24,793 | $138,044-82.0% | $125,339-80.2% | $134,475-81.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.14% | 750.33%-769.5pp | 572.05%-591.2pp | 417.96%-437.1pp |
| Employer contribution / active EE | $4,328 | $5,243-17.5% | $4,814-10.1% | $4,740-8.7% |
| Participant deferral / active EE | $9,268 | $7,799+18.8% | $7,446+24.5% | $6,400+44.8% |
| Admin fee / account holder | $83 | $11,571-99.3% | $10,010-99.2% | $11,426-99.3% |