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 | $57,928 | $138,044-58.0% | $125,339-53.8% | $134,475-56.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.66% | 750.33%-770.0pp | 572.05%-591.7pp | 417.96%-437.6pp |
| Employer contribution / active EE | $7,536 | $5,243+43.7% | $4,814+56.6% | $4,740+59.0% |
| Participant deferral / active EE | $11,528 | $7,799+47.8% | $7,446+54.8% | $6,400+80.1% |
| Admin fee / account holder | $284 | $11,571-97.5% | $10,010-97.2% | $11,426-97.5% |