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 | $109,386 | $150,440-27.3% | $136,294-19.7% | $147,584-25.9% |
| Participation rate | 81.8% | 84.4%-2.6pp | 81.9%-0.1pp | 82.8%-1.0pp |
| Annual return | 16.86% | 1049.08%-1032.2pp | 5155.94%-5139.1pp | 578.55%-561.7pp |
| Employer contribution / active EE | $4,174 | $5,256-20.6% | $4,695-11.1% | $4,876-14.4% |
| Participant deferral / active EE | $5,061 | $6,630-23.7% | $6,247-19.0% | $5,439-6.9% |
| Admin fee / account holder | $59 | $10,905-99.5% | $9,243-99.4% | $10,885-99.5% |