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 | $62,188 | $171,865-63.8% | $149,718-58.5% | $147,584-57.9% |
| Participation rate | 83.3% | 88.2%-4.9pp | 87.1%-3.7pp | 82.8%+0.5pp |
| Annual return | 22.92% | 2113.22%-2090.3pp | 1501.63%-1478.7pp | 578.55%-555.6pp |
| Employer contribution / active EE | $3,728 | $6,275-40.6% | $5,445-31.5% | $4,876-23.6% |
| Participant deferral / active EE | $6,403 | $7,271-11.9% | $6,569-2.5% | $5,439+17.7% |
| Admin fee / account holder | $26 | $13,799-99.8% | $11,283-99.8% | $10,885-99.8% |