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 | $169,637 | $171,865-1.3% | $149,718+13.3% | $147,584+14.9% |
| Participation rate | 70.0% | 88.2%-18.2pp | 87.1%-17.1pp | 82.8%-12.8pp |
| Annual return | 23.63% | 2113.22%-2089.6pp | 1501.63%-1478.0pp | 578.55%-554.9pp |
| Employer contribution / active EE | $3,124 | $6,275-50.2% | $5,445-42.6% | $4,876-35.9% |
| Participant deferral / active EE | $5,796 | $7,271-20.3% | $6,569-11.8% | $5,439+6.6% |
| Admin fee / account holder | $300 | $13,799-97.8% | $11,283-97.3% | $10,885-97.2% |