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 | $46,219 | $171,865-73.1% | $149,718-69.1% | $147,584-68.7% |
| Participation rate | 85.7% | 88.2%-2.5pp | 87.1%-1.4pp | 82.8%+2.9pp |
| Annual return | 18.65% | 2113.22%-2094.6pp | 1501.63%-1483.0pp | 578.55%-559.9pp |
| Employer contribution / active EE | $1,773 | $6,275-71.7% | $5,445-67.4% | $4,876-63.6% |
| Participant deferral / active EE | $4,608 | $7,271-36.6% | $6,569-29.8% | $5,439-15.3% |
| Admin fee / account holder | $32 | $13,799-99.8% | $11,283-99.7% | $10,885-99.7% |