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 | $26,847 | $150,440-82.2% | $136,294-80.3% | $147,584-81.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.89% | 1049.08%-1035.2pp | 5155.94%-5142.0pp | 578.55%-564.7pp |
| Employer contribution / active EE | $3,309 | $5,256-37.0% | $4,695-29.5% | $4,876-32.1% |
| Participant deferral / active EE | $3,850 | $6,630-41.9% | $6,247-38.4% | $5,439-29.2% |
| Admin fee / account holder | $92 | $10,905-99.2% | $9,243-99.0% | $10,885-99.2% |