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 | $32,718 | $150,440-78.3% | $136,294-76.0% | $147,584-77.8% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 26.46% | 1049.08%-1022.6pp | 5155.94%-5129.5pp | 578.55%-552.1pp |
| Employer contribution / active EE | $6,791 | $5,256+29.2% | $4,695+44.6% | $4,876+39.3% |
| Participant deferral / active EE | $7,741 | $6,630+16.8% | $6,247+23.9% | $5,439+42.3% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |