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 | $77,886 | $150,440-48.2% | $136,294-42.9% | $147,584-47.2% |
| Participation rate | 82.4% | 84.4%-2.1pp | 81.9%+0.4pp | 82.8%-0.5pp |
| Annual return | 22.53% | 1049.08%-1026.6pp | 5155.94%-5133.4pp | 578.55%-556.0pp |
| Employer contribution / active EE | $2,832 | $5,256-46.1% | $4,695-39.7% | $4,876-41.9% |
| Participant deferral / active EE | $7,166 | $6,630+8.1% | $6,247+14.7% | $5,439+31.8% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |