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 | $152,602 | $156,846-2.7% | $121,098+26.0% | $139,434+9.4% |
| Participation rate | 75.0% | 76.4%-1.4pp | 69.5%+5.5pp | 80.3%-5.3pp |
| Annual return | 17.81% | 1474.56%-1456.7pp | 985.75%-967.9pp | 372.94%-355.1pp |
| Employer contribution / active EE | $2,148 | $5,536-61.2% | $4,164-48.4% | $4,751-54.8% |
| Participant deferral / active EE | $5,984 | $4,844+23.5% | $4,080+46.7% | $6,710-10.8% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,644-100.0% | $11,403-100.0% |