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 | $67,641 | $156,846-56.9% | $121,098-44.1% | $139,434-51.5% |
| Participation rate | 71.4% | 76.4%-5.0pp | 69.5%+1.9pp | 80.3%-8.9pp |
| Annual return | 19.47% | 1474.56%-1455.1pp | 985.75%-966.3pp | 372.94%-353.5pp |
| Employer contribution / active EE | $0 | $5,536-100.0% | $4,164-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $9,123 | $4,844+88.3% | $4,080+123.6% | $6,710+36.0% |
| Admin fee / account holder | $256 | $6,946-96.3% | $5,644-95.5% | $11,403-97.8% |