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 | $187,803 | $169,032+11.1% | $129,207+45.3% | $145,922+28.7% |
| Participation rate | 75.0% | 76.4%-1.4pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 15.25% | 14330.11%-14314.9pp | 9417.33%-9402.1pp | 561.29%-546.0pp |
| Employer contribution / active EE | $2,376 | $5,537-57.1% | $4,153-42.8% | $4,660-49.0% |
| Participant deferral / active EE | $6,568 | $4,987+31.7% | $4,168+57.6% | $6,688-1.8% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,715-100.0% | $13,397-100.0% |