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 | $53,242 | $150,440-64.6% | $136,294-60.9% | $147,584-63.9% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 18.78% | 1049.08%-1030.3pp | 5155.94%-5137.2pp | 578.55%-559.8pp |
| Employer contribution / active EE | $1,682 | $5,256-68.0% | $4,695-64.2% | $4,876-65.5% |
| Participant deferral / active EE | $7,322 | $6,630+10.4% | $6,247+17.2% | $5,439+34.6% |
| Admin fee / account holder | $255 | $10,905-97.7% | $9,243-97.2% | $10,885-97.7% |