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 | $59,452 | $176,662-66.3% | $130,648-54.5% | $152,861-61.1% |
| Participation rate | 88.9% | 79.0%+9.9pp | 71.7%+17.1pp | 82.4%+6.4pp |
| Annual return | 21.61% | 2692.24%-2670.6pp | 1708.96%-1687.3pp | 345.32%-323.7pp |
| Employer contribution / active EE | $2,494 | $5,742-56.6% | $4,092-39.0% | $4,762-47.6% |
| Participant deferral / active EE | $5,325 | $4,361+22.1% | $3,603+47.8% | $5,850-9.0% |
| Admin fee / account holder | $247 | $7,133-96.5% | $5,464-95.5% | $11,596-97.9% |