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 | $103,027 | $150,440-31.5% | $136,294-24.4% | $147,584-30.2% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 12.78% | 1049.08%-1036.3pp | 5155.94%-5143.2pp | 578.55%-565.8pp |
| Employer contribution / active EE | $940 | $5,256-82.1% | $4,695-80.0% | $4,876-80.7% |
| Participant deferral / active EE | $4,273 | $6,630-35.6% | $6,247-31.6% | $5,439-21.4% |
| Admin fee / account holder | $51 | $10,905-99.5% | $9,243-99.4% | $10,885-99.5% |