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 | $87,948 | $100,852-12.8% | $90,404-2.7% | $158,922-44.7% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 6.39% | 1724.20%-1717.8pp | 1293.02%-1286.6pp | 302.83%-296.4pp |
| Employer contribution / active EE | $3,082 | $3,689-16.4% | $3,262-5.5% | $4,761-35.3% |
| Participant deferral / active EE | $11,943 | $4,348+174.7% | $3,963+201.3% | $5,982+99.6% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |