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 | $28,414 | $150,440-81.1% | $136,294-79.2% | $147,584-80.7% |
| Participation rate | 81.8% | 84.4%-2.6pp | 81.9%-0.1pp | 82.8%-1.0pp |
| Annual return | 23.10% | 1049.08%-1026.0pp | 5155.94%-5132.8pp | 578.55%-555.4pp |
| Employer contribution / active EE | $2,129 | $5,256-59.5% | $4,695-54.7% | $4,876-56.3% |
| Participant deferral / active EE | $2,915 | $6,630-56.0% | $6,247-53.3% | $5,439-46.4% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |