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 7-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 | $159,784 | $202,318-21.0% | $172,739-7.5% | $152,861+4.5% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 18.25% | 1029.65%-1011.4pp | 802.84%-784.6pp | 345.32%-327.1pp |
| Employer contribution / active EE | $1,918 | $5,856-67.3% | $5,143-62.7% | $4,762-59.7% |
| Participant deferral / active EE | $5,746 | $5,948-3.4% | $5,198+10.5% | $5,850-1.8% |
| Admin fee / account holder | $200 | $17,109-98.8% | $13,954-98.6% | $11,596-98.3% |