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 10-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 | $138,105 | $150,440-8.2% | $136,294+1.3% | $147,584-6.4% |
| Participation rate | 70.0% | 84.4%-14.4pp | 81.9%-11.9pp | 82.8%-12.8pp |
| Annual return | 20.43% | 1049.08%-1028.7pp | 5155.94%-5135.5pp | 578.55%-558.1pp |
| Employer contribution / active EE | $3,171 | $5,256-39.7% | $4,695-32.5% | $4,876-35.0% |
| Participant deferral / active EE | $8,254 | $6,630+24.5% | $6,247+32.1% | $5,439+51.8% |
| Admin fee / account holder | $122 | $10,905-98.9% | $9,243-98.7% | $10,885-98.9% |