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 | $138,707 | $150,440-7.8% | $136,294+1.8% | $147,584-6.0% |
| Participation rate | 88.2% | 84.4%+3.8pp | 81.9%+6.3pp | 82.8%+5.4pp |
| Annual return | 14.57% | 1049.08%-1034.5pp | 5155.94%-5141.4pp | 578.55%-564.0pp |
| Employer contribution / active EE | $1,521 | $5,256-71.1% | $4,695-67.6% | $4,876-68.8% |
| Participant deferral / active EE | $4,487 | $6,630-32.3% | $6,247-28.2% | $5,439-17.5% |
| Admin fee / account holder | $171 | $10,905-98.4% | $9,243-98.2% | $10,885-98.4% |