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 | $184,223 | $150,440+22.5% | $136,294+35.2% | $147,584+24.8% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 18.20% | 1049.08%-1030.9pp | 5155.94%-5137.7pp | 578.55%-560.4pp |
| Employer contribution / active EE | $2,759 | $5,256-47.5% | $4,695-41.2% | $4,876-43.4% |
| Participant deferral / active EE | $10,191 | $6,630+53.7% | $6,247+63.1% | $5,439+87.4% |
| Admin fee / account holder | $75 | $10,905-99.3% | $9,243-99.2% | $10,885-99.3% |