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 | $136,673 | $171,865-20.5% | $149,718-8.7% | $147,584-7.4% |
| Participation rate | 83.3% | 88.2%-4.9pp | 87.1%-3.7pp | 82.8%+0.5pp |
| Annual return | 11.74% | 2113.22%-2101.5pp | 1501.63%-1489.9pp | 578.55%-566.8pp |
| Employer contribution / active EE | $4,138 | $6,275-34.1% | $5,445-24.0% | $4,876-15.2% |
| Participant deferral / active EE | $11,096 | $7,271+52.6% | $6,569+68.9% | $5,439+104.0% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |