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 3-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 | $78,181 | $210,648-62.9% | $177,989-56.1% | $145,922-46.4% |
| Participation rate | 70.0% | 80.8%-10.8pp | 77.1%-7.1pp | 80.3%-10.3pp |
| Annual return | 148.16% | 385.86%-237.7pp | 294.48%-146.3pp | 561.29%-413.1pp |
| Employer contribution / active EE | $2,390 | $4,565-47.6% | $3,949-39.5% | $4,660-48.7% |
| Participant deferral / active EE | $8,481 | $6,958+21.9% | $6,276+35.1% | $6,688+26.8% |
| Admin fee / account holder | $235 | $12,013-98.0% | $10,363-97.7% | $13,397-98.2% |