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 | $87,812 | $171,865-48.9% | $149,718-41.3% | $147,584-40.5% |
| Participation rate | 85.7% | 88.2%-2.5pp | 87.1%-1.4pp | 82.8%+2.9pp |
| Annual return | 18.22% | 2113.22%-2095.0pp | 1501.63%-1483.4pp | 578.55%-560.3pp |
| Employer contribution / active EE | $1,344 | $6,275-78.6% | $5,445-75.3% | $4,876-72.4% |
| Participant deferral / active EE | $3,111 | $7,271-57.2% | $6,569-52.6% | $5,439-42.8% |
| Admin fee / account holder | $231 | $13,799-98.3% | $11,283-98.0% | $10,885-97.9% |