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 | $35,329 | $150,440-76.5% | $136,294-74.1% | $147,584-76.1% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 17.71% | 1049.08%-1031.4pp | 5155.94%-5138.2pp | 578.55%-560.8pp |
| Employer contribution / active EE | $1,983 | $5,256-62.3% | $4,695-57.8% | $4,876-59.3% |
| Participant deferral / active EE | $3,617 | $6,630-45.5% | $6,247-42.1% | $5,439-33.5% |
| Admin fee / account holder | $137 | $10,905-98.7% | $9,243-98.5% | $10,885-98.7% |