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 | $111,014 | $171,865-35.4% | $149,718-25.9% | $147,584-24.8% |
| Participation rate | 85.7% | 88.2%-2.5pp | 87.1%-1.4pp | 82.8%+2.9pp |
| Annual return | 28.10% | 2113.22%-2085.1pp | 1501.63%-1473.5pp | 578.55%-550.4pp |
| Employer contribution / active EE | $2,634 | $6,275-58.0% | $5,445-51.6% | $4,876-46.0% |
| Participant deferral / active EE | $10,275 | $7,271+41.3% | $6,569+56.4% | $5,439+88.9% |
| Admin fee / account holder | $24 | $13,799-99.8% | $11,283-99.8% | $10,885-99.8% |