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 | $74,200 | $150,440-50.7% | $136,294-45.6% | $147,584-49.7% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 16.57% | 1049.08%-1032.5pp | 5155.94%-5139.4pp | 578.55%-562.0pp |
| Employer contribution / active EE | $1,711 | $5,256-67.5% | $4,695-63.6% | $4,876-64.9% |
| Participant deferral / active EE | $5,616 | $6,630-15.3% | $6,247-10.1% | $5,439+3.3% |
| Admin fee / account holder | $78 | $10,905-99.3% | $9,243-99.2% | $10,885-99.3% |