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 | $79,325 | $176,662-55.1% | $130,648-39.3% | $152,861-48.1% |
| Participation rate | 75.0% | 79.0%-4.0pp | 71.7%+3.3pp | 82.4%-7.4pp |
| Annual return | 25.17% | 2692.24%-2667.1pp | 1708.96%-1683.8pp | 345.32%-320.1pp |
| Employer contribution / active EE | $2,076 | $5,742-63.9% | $4,092-49.3% | $4,762-56.4% |
| Participant deferral / active EE | $5,895 | $4,361+35.2% | $3,603+63.6% | $5,850+0.8% |
| Admin fee / account holder | $0 | $7,133-100.0% | $5,464-100.0% | $11,596-100.0% |