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 | $40,634 | $150,440-73.0% | $136,294-70.2% | $147,584-72.5% |
| Participation rate | 70.0% | 84.4%-14.4pp | 81.9%-11.9pp | 82.8%-12.8pp |
| Annual return | 25.67% | 1049.08%-1023.4pp | 5155.94%-5130.3pp | 578.55%-552.9pp |
| Employer contribution / active EE | $2,251 | $5,256-57.2% | $4,695-52.1% | $4,876-53.8% |
| Participant deferral / active EE | $9,221 | $6,630+39.1% | $6,247+47.6% | $5,439+69.5% |
| Admin fee / account holder | $48 | $10,905-99.6% | $9,243-99.5% | $10,885-99.6% |