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 8-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 | $82,595 | $89,355-7.6% | $141,162-41.5% | $72,985+13.2% |
| Participation rate | 98.6% | 75.1%+23.5pp | 82.5%+16.1pp | 69.5%+29.1pp |
| Annual return | 565.30% | 111.85%+453.5pp | 71.39%+493.9pp | 81.00%+484.3pp |
| Employer contribution / active EE | $1,954 | $3,114-37.3% | $4,735-58.7% | $2,440-19.9% |
| Participant deferral / active EE | $0 | $5,418-100.0% | $6,709-100.0% | $3,607-100.0% |
| Admin fee / account holder | $200 | $5,958-96.7% | $10,261-98.1% | $5,124-96.1% |