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 | $47,083 | $150,440-68.7% | $136,294-65.5% | $147,584-68.1% |
| Participation rate | 79.2% | 84.4%-5.3pp | 81.9%-2.8pp | 82.8%-3.7pp |
| Annual return | 31.89% | 1049.08%-1017.2pp | 5155.94%-5124.0pp | 578.55%-546.7pp |
| Employer contribution / active EE | $1,693 | $5,256-67.8% | $4,695-64.0% | $4,876-65.3% |
| Participant deferral / active EE | $2,218 | $6,630-66.6% | $6,247-64.5% | $5,439-59.2% |
| Admin fee / account holder | $6 | $10,905-99.9% | $9,243-99.9% | $10,885-99.9% |