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 | $70,544 | $185,200-61.9% | $142,863-50.6% | $167,490-57.9% |
| Participation rate | 75.0% | 78.4%-3.4pp | 71.9%+3.1pp | 82.1%-7.1pp |
| Annual return | 18.50% | 8555.70%-8537.2pp | 5637.54%-5619.0pp | 478.56%-460.1pp |
| Employer contribution / active EE | $2,561 | $5,604-54.3% | $4,144-38.2% | $4,837-47.1% |
| Participant deferral / active EE | $9,999 | $4,494+122.5% | $3,837+160.6% | $6,341+57.7% |
| Admin fee / account holder | $20 | $8,031-99.8% | $6,560-99.7% | $12,309-99.8% |