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 | $69,108 | $150,440-54.1% | $136,294-49.3% | $147,584-53.2% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 11.49% | 1049.08%-1037.6pp | 5155.94%-5144.4pp | 578.55%-567.1pp |
| Employer contribution / active EE | $1,849 | $5,256-64.8% | $4,695-60.6% | $4,876-62.1% |
| Participant deferral / active EE | $3,070 | $6,630-53.7% | $6,247-50.9% | $5,439-43.5% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |