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 | $29,602 | $150,440-80.3% | $136,294-78.3% | $147,584-79.9% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 18.85% | 1049.08%-1030.2pp | 5155.94%-5137.1pp | 578.55%-559.7pp |
| Employer contribution / active EE | $3,063 | $5,256-41.7% | $4,695-34.8% | $4,876-37.2% |
| Participant deferral / active EE | $2,835 | $6,630-57.2% | $6,247-54.6% | $5,439-47.9% |
| Admin fee / account holder | $77 | $10,905-99.3% | $9,243-99.2% | $10,885-99.3% |