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 | $73,371 | $171,865-57.3% | $149,718-51.0% | $147,584-50.3% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 13.19% | 2113.22%-2100.0pp | 1501.63%-1488.4pp | 578.55%-565.4pp |
| Employer contribution / active EE | $1,695 | $6,275-73.0% | $5,445-68.9% | $4,876-65.2% |
| Participant deferral / active EE | $3,450 | $7,271-52.5% | $6,569-47.5% | $5,439-36.6% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |