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 | $49,005 | $150,440-67.4% | $136,294-64.0% | $147,584-66.8% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 24.64% | 1049.08%-1024.4pp | 5155.94%-5131.3pp | 578.55%-553.9pp |
| Employer contribution / active EE | $5,258 | $5,2560% | $4,695+12.0% | $4,876+7.8% |
| Participant deferral / active EE | $12,477 | $6,630+88.2% | $6,247+99.7% | $5,439+129.4% |
| Admin fee / account holder | $81 | $10,905-99.3% | $9,243-99.1% | $10,885-99.3% |