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 | $75,955 | $81,625-6.9% | $58,482+29.9% | $139,434-45.5% |
| Participation rate | 71.4% | 61.3%+10.1pp | 50.9%+20.6pp | 80.3%-8.9pp |
| Annual return | 16.57% | 7404.20%-7387.6pp | 4239.32%-4222.7pp | 372.94%-356.4pp |
| Employer contribution / active EE | $1,168 | $1,398-16.5% | $1,053+10.9% | $4,751-75.4% |
| Participant deferral / active EE | $5,224 | $2,557+104.3% | $1,924+171.6% | $6,710-22.1% |
| Admin fee / account holder | $249 | $3,265-92.4% | $2,516-90.1% | $11,403-97.8% |