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 | $29,330 | $150,440-80.5% | $136,294-78.5% | $147,584-80.1% |
| Participation rate | 81.8% | 84.4%-2.6pp | 81.9%-0.1pp | 82.8%-1.0pp |
| Annual return | 26.61% | 1049.08%-1022.5pp | 5155.94%-5129.3pp | 578.55%-551.9pp |
| Employer contribution / active EE | $3,160 | $5,256-39.9% | $4,695-32.7% | $4,876-35.2% |
| Participant deferral / active EE | $5,533 | $6,630-16.6% | $6,247-11.4% | $5,439+1.7% |
| Admin fee / account holder | $89 | $10,905-99.2% | $9,243-99.0% | $10,885-99.2% |