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 | $80,433 | $171,865-53.2% | $149,718-46.3% | $147,584-45.5% |
| Participation rate | 84.6% | 88.2%-3.6pp | 87.1%-2.5pp | 82.8%+1.8pp |
| Annual return | 17.29% | 2113.22%-2095.9pp | 1501.63%-1484.3pp | 578.55%-561.3pp |
| Employer contribution / active EE | $4,306 | $6,275-31.4% | $5,445-20.9% | $4,876-11.7% |
| Participant deferral / active EE | $8,691 | $7,271+19.5% | $6,569+32.3% | $5,439+59.8% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |