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 | $22,672 | $185,200-87.8% | $142,863-84.1% | $167,490-86.5% |
| Participation rate | 80.0% | 78.4%+1.6pp | 71.9%+8.1pp | 82.1%-2.1pp |
| Annual return | 14.82% | 8555.70%-8540.9pp | 5637.54%-5622.7pp | 478.56%-463.7pp |
| Employer contribution / active EE | $4,863 | $5,604-13.2% | $4,144+17.4% | $4,837+0.5% |
| Participant deferral / active EE | $1,950 | $4,494-56.6% | $3,837-49.2% | $6,341-69.2% |
| Admin fee / account holder | $0 | $8,031-100.0% | $6,560-100.0% | $12,309-100.0% |