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 9-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 | $33,857 | $150,440-77.5% | $136,294-75.2% | $147,584-77.1% |
| Participation rate | 89.5% | 84.4%+5.1pp | 81.9%+7.6pp | 82.8%+6.6pp |
| Annual return | 20.74% | 1049.08%-1028.3pp | 5155.94%-5135.2pp | 578.55%-557.8pp |
| Employer contribution / active EE | $1,955 | $5,256-62.8% | $4,695-58.4% | $4,876-59.9% |
| Participant deferral / active EE | $3,295 | $6,630-50.3% | $6,247-47.3% | $5,439-39.4% |
| Admin fee / account holder | $1 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |