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 | $84,197 | $150,440-44.0% | $136,294-38.2% | $147,584-42.9% |
| Participation rate | 95.5% | 84.4%+11.0pp | 81.9%+13.5pp | 82.8%+12.6pp |
| Annual return | 16.14% | 1049.08%-1032.9pp | 5155.94%-5139.8pp | 578.55%-562.4pp |
| Employer contribution / active EE | $4,240 | $5,256-19.3% | $4,695-9.7% | $4,876-13.1% |
| Participant deferral / active EE | $8,341 | $6,630+25.8% | $6,247+33.5% | $5,439+53.4% |
| Admin fee / account holder | $40 | $10,905-99.6% | $9,243-99.6% | $10,885-99.6% |