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 | $64,362 | $171,865-62.6% | $149,718-57.0% | $147,584-56.4% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 18.18% | 2113.22%-2095.0pp | 1501.63%-1483.4pp | 578.55%-560.4pp |
| Employer contribution / active EE | $1,416 | $6,275-77.4% | $5,445-74.0% | $4,876-71.0% |
| Participant deferral / active EE | $4,120 | $7,271-43.3% | $6,569-37.3% | $5,439-24.3% |
| Admin fee / account holder | $103 | $13,799-99.3% | $11,283-99.1% | $10,885-99.1% |