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 | $43,509 | $102,604-57.6% | $86,188-49.5% | $139,434-68.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 32.37% | 1922.51%-1890.1pp | 1168.45%-1136.1pp | 372.94%-340.6pp |
| Employer contribution / active EE | $2,259 | $3,032-25.5% | $2,380-5.1% | $4,751-52.5% |
| Participant deferral / active EE | $2,490 | $4,676-46.7% | $3,985-37.5% | $6,710-62.9% |
| Admin fee / account holder | $224 | $8,657-97.4% | $6,852-96.7% | $11,403-98.0% |