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 | $24,093 | $150,440-84.0% | $136,294-82.3% | $147,584-83.7% |
| Participation rate | 72.7% | 84.4%-11.7pp | 81.9%-9.2pp | 82.8%-10.1pp |
| Annual return | 21.25% | 1049.08%-1027.8pp | 5155.94%-5134.7pp | 578.55%-557.3pp |
| Employer contribution / active EE | $1,554 | $5,256-70.4% | $4,695-66.9% | $4,876-68.1% |
| Participant deferral / active EE | $2,679 | $6,630-59.6% | $6,247-57.1% | $5,439-50.7% |
| Admin fee / account holder | $97 | $10,905-99.1% | $9,243-98.9% | $10,885-99.1% |