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 | $32,357 | $185,200-82.5% | $142,863-77.4% | $167,490-80.7% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 22.70% | 8555.70%-8533.0pp | 5637.54%-5614.8pp | 478.56%-455.9pp |
| Employer contribution / active EE | $3,089 | $5,604-44.9% | $4,144-25.5% | $4,837-36.1% |
| Participant deferral / active EE | $5,531 | $4,494+23.1% | $3,837+44.1% | $6,341-12.8% |
| Admin fee / account holder | $39 | $8,031-99.5% | $6,560-99.4% | $12,309-99.7% |