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 | $27,927 | $150,440-81.4% | $136,294-79.5% | $147,584-81.1% |
| Participation rate | 94.7% | 84.4%+10.3pp | 81.9%+12.8pp | 82.8%+11.9pp |
| Annual return | 20.34% | 1049.08%-1028.7pp | 5155.94%-5135.6pp | 578.55%-558.2pp |
| Employer contribution / active EE | $3,673 | $5,256-30.1% | $4,695-21.8% | $4,876-24.7% |
| Participant deferral / active EE | $7,713 | $6,630+16.3% | $6,247+23.5% | $5,439+41.8% |
| Admin fee / account holder | $64 | $10,905-99.4% | $9,243-99.3% | $10,885-99.4% |