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 | $38,919 | $150,440-74.1% | $136,294-71.4% | $147,584-73.6% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 21.19% | 1049.08%-1027.9pp | 5155.94%-5134.7pp | 578.55%-557.4pp |
| Employer contribution / active EE | $2,636 | $5,256-49.9% | $4,695-43.9% | $4,876-45.9% |
| Participant deferral / active EE | $7,372 | $6,630+11.2% | $6,247+18.0% | $5,439+35.5% |
| Admin fee / account holder | $145 | $10,905-98.7% | $9,243-98.4% | $10,885-98.7% |