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 9-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 | $88,763 | $100,852-12.0% | $90,404-1.8% | $158,922-44.1% |
| Participation rate | 76.9% | 75.0%+1.9pp | 72.7%+4.2pp | 82.0%-5.0pp |
| Annual return | 28.14% | 1724.20%-1696.1pp | 1293.02%-1264.9pp | 302.83%-274.7pp |
| Employer contribution / active EE | $1,867 | $3,689-49.4% | $3,262-42.8% | $4,761-60.8% |
| Participant deferral / active EE | $6,529 | $4,348+50.2% | $3,963+64.7% | $5,982+9.1% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |