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 | $26,993 | $138,044-80.4% | $125,339-78.5% | $134,475-79.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.43% | 750.33%-769.8pp | 572.05%-591.5pp | 417.96%-437.4pp |
| Employer contribution / active EE | $3,821 | $5,243-27.1% | $4,814-20.6% | $4,740-19.4% |
| Participant deferral / active EE | $12,067 | $7,799+54.7% | $7,446+62.0% | $6,400+88.5% |
| Admin fee / account holder | $21 | $11,571-99.8% | $10,010-99.8% | $11,426-99.8% |