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 9-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 | $24,008 | $150,440-84.0% | $136,294-82.4% | $147,584-83.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 812.86% | 1049.08%-236.2pp | 5155.94%-4343.1pp | 578.55%+234.3pp |
| Employer contribution / active EE | $3,256 | $5,256-38.1% | $4,695-30.7% | $4,876-33.2% |
| Participant deferral / active EE | $5,628 | $6,630-15.1% | $6,247-9.9% | $5,439+3.5% |
| Admin fee / account holder | $16 | $10,905-99.9% | $9,243-99.8% | $10,885-99.9% |