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 | $24,604 | $150,440-83.6% | $136,294-81.9% | $147,584-83.3% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 412.68% | 1049.08%-636.4pp | 5155.94%-4743.3pp | 578.55%-165.9pp |
| Employer contribution / active EE | $3,367 | $5,256-36.0% | $4,695-28.3% | $4,876-31.0% |
| Participant deferral / active EE | $6,309 | $6,630-4.9% | $6,247+1.0% | $5,439+16.0% |
| Admin fee / account holder | $81 | $10,905-99.3% | $9,243-99.1% | $10,885-99.3% |