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 | $64,006 | $171,865-62.8% | $149,718-57.2% | $147,584-56.6% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 22.35% | 2113.22%-2090.9pp | 1501.63%-1479.3pp | 578.55%-556.2pp |
| Employer contribution / active EE | $2,175 | $6,275-65.3% | $5,445-60.1% | $4,876-55.4% |
| Participant deferral / active EE | $11,590 | $7,271+59.4% | $6,569+76.4% | $5,439+113.1% |
| Admin fee / account holder | $35 | $13,799-99.7% | $11,283-99.7% | $10,885-99.7% |