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 | $76,941 | $97,757-21.3% | $83,848-8.2% | $135,375-43.2% |
| Participation rate | 85.7% | 80.0%+5.8pp | 76.1%+9.6pp | 82.6%+3.1pp |
| Annual return | 78.25% | 1287.37%-1209.1pp | 850.88%-772.6pp | 519.73%-441.5pp |
| Employer contribution / active EE | $3,668 | $4,222-13.1% | $3,631+1.0% | $4,779-23.2% |
| Participant deferral / active EE | $5,839 | $4,682+24.7% | $4,082+43.1% | $5,609+4.1% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |