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 | $101,415 | $100,852+0.6% | $90,404+12.2% | $158,922-36.2% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.7%-1.3pp | 82.0%-10.5pp |
| Annual return | 14.01% | 1724.20%-1710.2pp | 1293.02%-1279.0pp | 302.83%-288.8pp |
| Employer contribution / active EE | $1,183 | $3,689-67.9% | $3,262-63.7% | $4,761-75.2% |
| Participant deferral / active EE | $2,789 | $4,348-35.8% | $3,963-29.6% | $5,982-53.4% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |