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 | $100,530 | $100,852-0.3% | $90,404+11.2% | $158,922-36.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.98% | 1724.20%-1709.2pp | 1293.02%-1278.0pp | 302.83%-287.8pp |
| Employer contribution / active EE | $1,018 | $3,689-72.4% | $3,262-68.8% | $4,761-78.6% |
| Participant deferral / active EE | $4,071 | $4,348-6.4% | $3,963+2.7% | $5,982-31.9% |
| Admin fee / account holder | $159 | $6,501-97.5% | $5,611-97.2% | $11,246-98.6% |