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 | $58,624 | $150,440-61.0% | $136,294-57.0% | $147,584-60.3% |
| Participation rate | 85.0% | 84.4%+0.6pp | 81.9%+3.1pp | 82.8%+2.2pp |
| Annual return | 19.10% | 1049.08%-1030.0pp | 5155.94%-5136.8pp | 578.55%-559.4pp |
| Employer contribution / active EE | $3,946 | $5,256-24.9% | $4,695-16.0% | $4,876-19.1% |
| Participant deferral / active EE | $4,084 | $6,630-38.4% | $6,247-34.6% | $5,439-24.9% |
| Admin fee / account holder | $42 | $10,905-99.6% | $9,243-99.5% | $10,885-99.6% |