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 | $72,473 | $185,200-60.9% | $142,863-49.3% | $167,490-56.7% |
| Participation rate | 80.0% | 78.4%+1.6pp | 71.9%+8.1pp | 82.1%-2.1pp |
| Annual return | 16.26% | 8555.70%-8539.4pp | 5637.54%-5621.3pp | 478.56%-462.3pp |
| Employer contribution / active EE | $0 | $5,604-100.0% | $4,144-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $7,705 | $4,494+71.5% | $3,837+100.8% | $6,341+21.5% |
| Admin fee / account holder | $289 | $8,031-96.4% | $6,560-95.6% | $12,309-97.7% |