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 6-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 | $74,841 | $176,056-57.5% | $159,436-53.1% | $167,490-55.3% |
| Participation rate | 90.9% | 84.9%+6.0pp | 82.8%+8.1pp | 82.1%+8.8pp |
| Annual return | 575.26% | 331.75%+243.5pp | 263.57%+311.7pp | 478.56%+96.7pp |
| Employer contribution / active EE | $2,209 | $5,297-58.3% | $4,829-54.2% | $4,837-54.3% |
| Participant deferral / active EE | $5,827 | $7,750-24.8% | $7,352-20.7% | $6,341-8.1% |
| Admin fee / account holder | $268 | $12,554-97.9% | $10,799-97.5% | $12,309-97.8% |