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 | $81,727 | $202,318-59.6% | $172,739-52.7% | $152,861-46.5% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 18.29% | 1029.65%-1011.4pp | 802.84%-784.6pp | 345.32%-327.0pp |
| Employer contribution / active EE | $1,429 | $5,856-75.6% | $5,143-72.2% | $4,762-70.0% |
| Participant deferral / active EE | $9,298 | $5,948+56.3% | $5,198+78.9% | $5,850+58.9% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |