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 | $131,467 | $185,200-29.0% | $142,863-8.0% | $167,490-21.5% |
| Participation rate | 75.0% | 78.4%-3.4pp | 71.9%+3.1pp | 82.1%-7.1pp |
| Annual return | 17.74% | 8555.70%-8538.0pp | 5637.54%-5619.8pp | 478.56%-460.8pp |
| Employer contribution / active EE | $2,084 | $5,604-62.8% | $4,144-49.7% | $4,837-56.9% |
| Participant deferral / active EE | $5,905 | $4,494+31.4% | $3,837+53.9% | $6,341-6.9% |
| Admin fee / account holder | $0 | $8,031-100.0% | $6,560-100.0% | $12,309-100.0% |