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 10-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 | $69,788 | $171,865-59.4% | $149,718-53.4% | $147,584-52.7% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 23.68% | 2113.22%-2089.5pp | 1501.63%-1477.9pp | 578.55%-554.9pp |
| Employer contribution / active EE | $5,199 | $6,275-17.2% | $5,445-4.5% | $4,876+6.6% |
| Participant deferral / active EE | $8,431 | $7,271+16.0% | $6,569+28.4% | $5,439+55.0% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |