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 | $41,361 | $171,865-75.9% | $149,718-72.4% | $147,584-72.0% |
| Participation rate | 90.0% | 88.2%+1.8pp | 87.1%+2.9pp | 82.8%+7.2pp |
| Annual return | 11.18% | 2113.22%-2102.0pp | 1501.63%-1490.4pp | 578.55%-567.4pp |
| Employer contribution / active EE | $1,869 | $6,275-70.2% | $5,445-65.7% | $4,876-61.7% |
| Participant deferral / active EE | $7,285 | $7,271+0.2% | $6,569+10.9% | $5,439+34.0% |
| Admin fee / account holder | $166 | $13,799-98.8% | $11,283-98.5% | $10,885-98.5% |