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 | $90,399 | $109,982-17.8% | $97,226-7.0% | $145,922-38.0% |
| Participation rate | 94.7% | 75.9%+18.8pp | 72.7%+22.1pp | 80.3%+14.5pp |
| Annual return | 63.57% | 242.90%-179.3pp | 75.13%-11.6pp | 561.29%-497.7pp |
| Employer contribution / active EE | $886 | $3,084-71.3% | $2,729-67.5% | $4,660-81.0% |
| Participant deferral / active EE | $1,438 | $4,676-69.3% | $4,264-66.3% | $6,688-78.5% |
| Admin fee / account holder | $0 | $6,221-100.0% | $5,654-100.0% | $13,397-100.0% |