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 | $43,371 | $150,440-71.2% | $136,294-68.2% | $147,584-70.6% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 19.71% | 1049.08%-1029.4pp | 5155.94%-5136.2pp | 578.55%-558.8pp |
| Employer contribution / active EE | $1,823 | $5,256-65.3% | $4,695-61.2% | $4,876-62.6% |
| Participant deferral / active EE | $3,748 | $6,630-43.5% | $6,247-40.0% | $5,439-31.1% |
| Admin fee / account holder | $272 | $10,905-97.5% | $9,243-97.1% | $10,885-97.5% |