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 | $26,124 | $150,440-82.6% | $136,294-80.8% | $147,584-82.3% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 19.70% | 1049.08%-1029.4pp | 5155.94%-5136.2pp | 578.55%-558.8pp |
| Employer contribution / active EE | $1,658 | $5,256-68.5% | $4,695-64.7% | $4,876-66.0% |
| Participant deferral / active EE | $5,015 | $6,630-24.4% | $6,247-19.7% | $5,439-7.8% |
| Admin fee / account holder | $241 | $10,905-97.8% | $9,243-97.4% | $10,885-97.8% |