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 | $41,054 | $171,865-76.1% | $149,718-72.6% | $147,584-72.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 27.23% | 2113.22%-2086.0pp | 1501.63%-1474.4pp | 578.55%-551.3pp |
| Employer contribution / active EE | $1,737 | $6,275-72.3% | $5,445-68.1% | $4,876-64.4% |
| Participant deferral / active EE | $7,459 | $7,271+2.6% | $6,569+13.5% | $5,439+37.1% |
| Admin fee / account holder | $264 | $13,799-98.1% | $11,283-97.7% | $10,885-97.6% |