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 | $46,121 | $150,440-69.3% | $136,294-66.2% | $147,584-68.7% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 15.50% | 1049.08%-1033.6pp | 5155.94%-5140.4pp | 578.55%-563.0pp |
| Employer contribution / active EE | $1,543 | $5,256-70.6% | $4,695-67.1% | $4,876-68.4% |
| Participant deferral / active EE | $3,914 | $6,630-41.0% | $6,247-37.4% | $5,439-28.0% |
| Admin fee / account holder | $99 | $10,905-99.1% | $9,243-98.9% | $10,885-99.1% |