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 | $98,474 | $183,592-46.4% | $155,567-36.7% | $145,959-32.5% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 153.53% | 61.24%+92.3pp | 64.74%+88.8pp | 561.95%-408.4pp |
| Employer contribution / active EE | $1,532 | $5,315-71.2% | $4,674-67.2% | $4,661-67.1% |
| Participant deferral / active EE | $2,778 | $6,464-57.0% | $5,628-50.6% | $6,689-58.5% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |