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 | $26,377 | $150,440-82.5% | $136,294-80.6% | $147,584-82.1% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 22.71% | 1049.08%-1026.4pp | 5155.94%-5133.2pp | 578.55%-555.8pp |
| Employer contribution / active EE | $3,441 | $5,256-34.5% | $4,695-26.7% | $4,876-29.4% |
| Participant deferral / active EE | $7,003 | $6,630+5.6% | $6,247+12.1% | $5,439+28.8% |
| Admin fee / account holder | $111 | $10,905-99.0% | $9,243-98.8% | $10,885-99.0% |