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 | $103,607 | $100,852+2.7% | $90,404+14.6% | $158,922-34.8% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.7%+9.1pp | 82.0%-0.1pp |
| Annual return | 15.20% | 1724.20%-1709.0pp | 1293.02%-1277.8pp | 302.83%-287.6pp |
| Employer contribution / active EE | $5,693 | $3,689+54.4% | $3,262+74.5% | $4,761+19.6% |
| Participant deferral / active EE | $1,772 | $4,348-59.2% | $3,963-55.3% | $5,982-70.4% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |