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 | $36,828 | $150,440-75.5% | $136,294-73.0% | $147,584-75.0% |
| Participation rate | 77.8% | 84.4%-6.6pp | 81.9%-4.1pp | 82.8%-5.1pp |
| Annual return | 20.50% | 1049.08%-1028.6pp | 5155.94%-5135.4pp | 578.55%-558.0pp |
| Employer contribution / active EE | $2,832 | $5,256-46.1% | $4,695-39.7% | $4,876-41.9% |
| Participant deferral / active EE | $9,044 | $6,630+36.4% | $6,247+44.8% | $5,439+66.3% |
| Admin fee / account holder | $216 | $10,905-98.0% | $9,243-97.7% | $10,885-98.0% |