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 | $71,503 | $150,440-52.5% | $136,294-47.5% | $147,584-51.6% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 14.86% | 1049.08%-1034.2pp | 5155.94%-5141.1pp | 578.55%-563.7pp |
| Employer contribution / active EE | $1,733 | $5,256-67.0% | $4,695-63.1% | $4,876-64.5% |
| Participant deferral / active EE | $2,716 | $6,630-59.0% | $6,247-56.5% | $5,439-50.1% |
| Admin fee / account holder | $148 | $10,905-98.6% | $9,243-98.4% | $10,885-98.6% |