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 9-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 | $87,439 | $171,865-49.1% | $149,718-41.6% | $147,584-40.8% |
| Participation rate | 82.4% | 88.2%-5.8pp | 87.1%-4.7pp | 82.8%-0.5pp |
| Annual return | 27.60% | 2113.22%-2085.6pp | 1501.63%-1474.0pp | 578.55%-550.9pp |
| Employer contribution / active EE | $3,080 | $6,275-50.9% | $5,445-43.4% | $4,876-36.8% |
| Participant deferral / active EE | $6,728 | $7,271-7.5% | $6,569+2.4% | $5,439+23.7% |
| Admin fee / account holder | $37 | $13,799-99.7% | $11,283-99.7% | $10,885-99.7% |