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 | $106,594 | $171,865-38.0% | $149,718-28.8% | $147,584-27.8% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 15.46% | 2113.22%-2097.8pp | 1501.63%-1486.2pp | 578.55%-563.1pp |
| Employer contribution / active EE | $1,974 | $6,275-68.5% | $5,445-63.7% | $4,876-59.5% |
| Participant deferral / active EE | $4,823 | $7,271-33.7% | $6,569-26.6% | $5,439-11.3% |
| Admin fee / account holder | $121 | $13,799-99.1% | $11,283-98.9% | $10,885-98.9% |