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 | $63,898 | $171,865-62.8% | $149,718-57.3% | $147,584-56.7% |
| Participation rate | 88.9% | 88.2%+0.7pp | 87.1%+1.8pp | 82.8%+6.1pp |
| Annual return | 13.37% | 2113.22%-2099.8pp | 1501.63%-1488.3pp | 578.55%-565.2pp |
| Employer contribution / active EE | $3,871 | $6,275-38.3% | $5,445-28.9% | $4,876-20.6% |
| Participant deferral / active EE | $5,111 | $7,271-29.7% | $6,569-22.2% | $5,439-6.0% |
| Admin fee / account holder | $50 | $13,799-99.6% | $11,283-99.6% | $10,885-99.5% |