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 | $51,544 | $150,440-65.7% | $136,294-62.2% | $147,584-65.1% |
| Participation rate | 82.4% | 84.4%-2.1pp | 81.9%+0.4pp | 82.8%-0.5pp |
| Annual return | 20.39% | 1049.08%-1028.7pp | 5155.94%-5135.5pp | 578.55%-558.2pp |
| Employer contribution / active EE | $4,322 | $5,256-17.8% | $4,695-8.0% | $4,876-11.4% |
| Participant deferral / active EE | $11,050 | $6,630+66.7% | $6,247+76.9% | $5,439+103.2% |
| Admin fee / account holder | $250 | $10,905-97.7% | $9,243-97.3% | $10,885-97.7% |