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 | $98,541 | $100,852-2.3% | $90,404+9.0% | $158,922-38.0% |
| Participation rate | 77.8% | 75.0%+2.8pp | 72.7%+5.1pp | 82.0%-4.2pp |
| Annual return | 14.73% | 1724.20%-1709.5pp | 1293.02%-1278.3pp | 302.83%-288.1pp |
| Employer contribution / active EE | $2,158 | $3,689-41.5% | $3,262-33.9% | $4,761-54.7% |
| Participant deferral / active EE | $8,578 | $4,348+97.3% | $3,963+116.4% | $5,982+43.4% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |