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 | $34,609 | $102,604-66.3% | $86,188-59.8% | $139,434-75.2% |
| Participation rate | 73.3% | 74.5%-1.2pp | 69.0%+4.4pp | 80.3%-7.0pp |
| Annual return | 22.67% | 1922.51%-1899.8pp | 1168.45%-1145.8pp | 372.94%-350.3pp |
| Employer contribution / active EE | $1,650 | $3,032-45.6% | $2,380-30.7% | $4,751-65.3% |
| Participant deferral / active EE | $4,972 | $4,676+6.3% | $3,985+24.8% | $6,710-25.9% |
| Admin fee / account holder | $231 | $8,657-97.3% | $6,852-96.6% | $11,403-98.0% |