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 | $20,562 | $97,757-79.0% | $83,848-75.5% | $135,375-84.8% |
| Participation rate | 88.9% | 80.0%+8.9pp | 76.1%+12.7pp | 82.6%+6.2pp |
| Annual return | -1.96% | 1287.37%-1289.3pp | 850.88%-852.8pp | 519.73%-521.7pp |
| Employer contribution / active EE | $5,522 | $4,222+30.8% | $3,631+52.1% | $4,779+15.6% |
| Participant deferral / active EE | $5,762 | $4,682+23.1% | $4,082+41.2% | $5,609+2.7% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |