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 | $53,805 | $100,852-46.6% | $90,404-40.5% | $158,922-66.1% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 22.62% | 1724.20%-1701.6pp | 1293.02%-1270.4pp | 302.83%-280.2pp |
| Employer contribution / active EE | $4,191 | $3,689+13.6% | $3,262+28.5% | $4,761-12.0% |
| Participant deferral / active EE | $6,180 | $4,348+42.1% | $3,963+55.9% | $5,982+3.3% |
| Admin fee / account holder | $55 | $6,501-99.2% | $5,611-99.0% | $11,246-99.5% |