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 | $32,148 | $150,440-78.6% | $136,294-76.4% | $147,584-78.2% |
| Participation rate | 76.9% | 84.4%-7.5pp | 81.9%-5.0pp | 82.8%-5.9pp |
| Annual return | 72.66% | 1049.08%-976.4pp | 5155.94%-5083.3pp | 578.55%-505.9pp |
| Employer contribution / active EE | $1,200 | $5,256-77.2% | $4,695-74.4% | $4,876-75.4% |
| Participant deferral / active EE | $5,257 | $6,630-20.7% | $6,247-15.8% | $5,439-3.3% |
| Admin fee / account holder | $140 | $10,905-98.7% | $9,243-98.5% | $10,885-98.7% |