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 | $92,178 | $171,865-46.4% | $149,718-38.4% | $147,584-37.5% |
| Participation rate | 90.9% | 88.2%+2.7pp | 87.1%+3.8pp | 82.8%+8.1pp |
| Annual return | 24.94% | 2113.22%-2088.3pp | 1501.63%-1476.7pp | 578.55%-553.6pp |
| Employer contribution / active EE | $2,463 | $6,275-60.7% | $5,445-54.8% | $4,876-49.5% |
| Participant deferral / active EE | $13,244 | $7,271+82.2% | $6,569+101.6% | $5,439+143.5% |
| Admin fee / account holder | $76 | $13,799-99.4% | $11,283-99.3% | $10,885-99.3% |