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 | $147,029 | $171,865-14.5% | $149,718-1.8% | $147,584-0.4% |
| Participation rate | 76.9% | 88.2%-11.3pp | 87.1%-10.1pp | 82.8%-5.9pp |
| Annual return | 14.94% | 2113.22%-2098.3pp | 1501.63%-1486.7pp | 578.55%-563.6pp |
| Employer contribution / active EE | $1,470 | $6,275-76.6% | $5,445-73.0% | $4,876-69.9% |
| Participant deferral / active EE | $8,274 | $7,271+13.8% | $6,569+26.0% | $5,439+52.1% |
| Admin fee / account holder | $13 | $13,799-99.9% | $11,283-99.9% | $10,885-99.9% |