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 | $117,122 | $100,852+16.1% | $90,404+29.6% | $158,922-26.3% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 31.78% | 1724.20%-1692.4pp | 1293.02%-1261.2pp | 302.83%-271.0pp |
| Employer contribution / active EE | $1,427 | $3,689-61.3% | $3,262-56.2% | $4,761-70.0% |
| Participant deferral / active EE | $6,413 | $4,348+47.5% | $3,963+61.8% | $5,982+7.2% |
| Admin fee / account holder | $12 | $6,501-99.8% | $5,611-99.8% | $11,246-99.9% |