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 | $28,788 | $150,440-80.9% | $136,294-78.9% | $147,584-80.5% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 22.98% | 1049.08%-1026.1pp | 5155.94%-5133.0pp | 578.55%-555.6pp |
| Employer contribution / active EE | $3,066 | $5,256-41.7% | $4,695-34.7% | $4,876-37.1% |
| Participant deferral / active EE | $6,856 | $6,630+3.4% | $6,247+9.8% | $5,439+26.1% |
| Admin fee / account holder | $292 | $10,905-97.3% | $9,243-96.8% | $10,885-97.3% |