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 | $75,046 | $150,440-50.1% | $136,294-44.9% | $147,584-49.2% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 19.85% | 1049.08%-1029.2pp | 5155.94%-5136.1pp | 578.55%-558.7pp |
| Employer contribution / active EE | $3,050 | $5,256-42.0% | $4,695-35.0% | $4,876-37.5% |
| Participant deferral / active EE | $4,639 | $6,630-30.0% | $6,247-25.7% | $5,439-14.7% |
| Admin fee / account holder | $62 | $10,905-99.4% | $9,243-99.3% | $10,885-99.4% |