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 | $121,310 | $150,440-19.4% | $136,294-11.0% | $147,584-17.8% |
| Participation rate | 77.8% | 84.4%-6.6pp | 81.9%-4.1pp | 82.8%-5.1pp |
| Annual return | 20.30% | 1049.08%-1028.8pp | 5155.94%-5135.6pp | 578.55%-558.2pp |
| Employer contribution / active EE | $1,887 | $5,256-64.1% | $4,695-59.8% | $4,876-61.3% |
| Participant deferral / active EE | $9,317 | $6,630+40.5% | $6,247+49.1% | $5,439+71.3% |
| Admin fee / account holder | $176 | $10,905-98.4% | $9,243-98.1% | $10,885-98.4% |