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 | $60,663 | $171,865-64.7% | $149,718-59.5% | $147,584-58.9% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 13.25% | 2113.22%-2100.0pp | 1501.63%-1488.4pp | 578.55%-565.3pp |
| Employer contribution / active EE | $2,323 | $6,275-63.0% | $5,445-57.3% | $4,876-52.4% |
| Participant deferral / active EE | $3,667 | $7,271-49.6% | $6,569-44.2% | $5,439-32.6% |
| Admin fee / account holder | $132 | $13,799-99.0% | $11,283-98.8% | $10,885-98.8% |