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 | $59,117 | $171,865-65.6% | $149,718-60.5% | $147,584-59.9% |
| Participation rate | 90.9% | 88.2%+2.7pp | 87.1%+3.8pp | 82.8%+8.1pp |
| Annual return | 15.98% | 2113.22%-2097.2pp | 1501.63%-1485.6pp | 578.55%-562.6pp |
| Employer contribution / active EE | $2,362 | $6,275-62.4% | $5,445-56.6% | $4,876-51.6% |
| Participant deferral / active EE | $11,155 | $7,271+53.4% | $6,569+69.8% | $5,439+105.1% |
| Admin fee / account holder | $181 | $13,799-98.7% | $11,283-98.4% | $10,885-98.3% |