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 10-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 | $145,783 | $176,662-17.5% | $130,648+11.6% | $152,861-4.6% |
| Participation rate | 71.4% | 79.0%-7.5pp | 71.7%-0.3pp | 82.4%-11.0pp |
| Annual return | 32.65% | 2692.24%-2659.6pp | 1708.96%-1676.3pp | 345.32%-312.7pp |
| Employer contribution / active EE | $2,472 | $5,742-57.0% | $4,092-39.6% | $4,762-48.1% |
| Participant deferral / active EE | $4,174 | $4,361-4.3% | $3,603+15.8% | $5,850-28.7% |
| Admin fee / account holder | $0 | $7,133-100.0% | $5,464-100.0% | $11,596-100.0% |