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 7-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 | $88,970 | $93,024-4.4% | $77,024+15.5% | $134,475-33.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -19.23% | 62.60%-81.8pp | 42.32%-61.5pp | 417.96%-437.2pp |
| Employer contribution / active EE | $9,514 | $3,418+178.4% | $2,812+238.3% | $4,740+100.7% |
| Participant deferral / active EE | $21,467 | $5,238+309.8% | $4,426+385.0% | $6,400+235.4% |
| Admin fee / account holder | $40 | $6,944-99.4% | $5,425-99.3% | $11,426-99.6% |