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 | $107,484 | $100,852+6.6% | $90,404+18.9% | $158,922-32.4% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 20.93% | 1724.20%-1703.3pp | 1293.02%-1272.1pp | 302.83%-281.9pp |
| Employer contribution / active EE | $1,517 | $3,689-58.9% | $3,262-53.5% | $4,761-68.1% |
| Participant deferral / active EE | $2,636 | $4,348-39.4% | $3,963-33.5% | $5,982-55.9% |
| Admin fee / account holder | $46 | $6,501-99.3% | $5,611-99.2% | $11,246-99.6% |