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 | $66,145 | $150,440-56.0% | $136,294-51.5% | $147,584-55.2% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 26.41% | 1049.08%-1022.7pp | 5155.94%-5129.5pp | 578.55%-552.1pp |
| Employer contribution / active EE | $2,799 | $5,256-46.7% | $4,695-40.4% | $4,876-42.6% |
| Participant deferral / active EE | $3,909 | $6,630-41.0% | $6,247-37.4% | $5,439-28.1% |
| Admin fee / account holder | $101 | $10,905-99.1% | $9,243-98.9% | $10,885-99.1% |