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 | $87,676 | $150,440-41.7% | $136,294-35.7% | $147,584-40.6% |
| Participation rate | 91.7% | 84.4%+7.2pp | 81.9%+9.7pp | 82.8%+8.8pp |
| Annual return | 21.36% | 1049.08%-1027.7pp | 5155.94%-5134.6pp | 578.55%-557.2pp |
| Employer contribution / active EE | $1,002 | $5,256-80.9% | $4,695-78.7% | $4,876-79.4% |
| Participant deferral / active EE | $4,040 | $6,630-39.1% | $6,247-35.3% | $5,439-25.7% |
| Admin fee / account holder | $54 | $10,905-99.5% | $9,243-99.4% | $10,885-99.5% |