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 | $110,920 | $150,440-26.3% | $136,294-18.6% | $147,584-24.8% |
| Participation rate | 93.8% | 84.4%+9.3pp | 81.9%+11.8pp | 82.8%+10.9pp |
| Annual return | 15.58% | 1049.08%-1033.5pp | 5155.94%-5140.4pp | 578.55%-563.0pp |
| Employer contribution / active EE | $2,432 | $5,256-53.7% | $4,695-48.2% | $4,876-50.1% |
| Participant deferral / active EE | $6,430 | $6,630-3.0% | $6,247+2.9% | $5,439+18.2% |
| Admin fee / account holder | $71 | $10,905-99.4% | $9,243-99.2% | $10,885-99.3% |