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 | $26,946 | $150,440-82.1% | $136,294-80.2% | $147,584-81.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 40.04% | 1049.08%-1009.0pp | 5155.94%-5115.9pp | 578.55%-538.5pp |
| Employer contribution / active EE | $2,078 | $5,256-60.5% | $4,695-55.7% | $4,876-57.4% |
| Participant deferral / active EE | $6,239 | $6,630-5.9% | $6,247-0.1% | $5,439+14.7% |
| Admin fee / account holder | $22 | $10,905-99.8% | $9,243-99.8% | $10,885-99.8% |