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 | $27,448 | $150,440-81.8% | $136,294-79.9% | $147,584-81.4% |
| Participation rate | 95.5% | 84.4%+11.0pp | 81.9%+13.5pp | 82.8%+12.6pp |
| Annual return | 213.47% | 1049.08%-835.6pp | 5155.94%-4942.5pp | 578.55%-365.1pp |
| Employer contribution / active EE | $2,234 | $5,256-57.5% | $4,695-52.4% | $4,876-54.2% |
| Participant deferral / active EE | $3,049 | $6,630-54.0% | $6,247-51.2% | $5,439-43.9% |
| Admin fee / account holder | $42 | $10,905-99.6% | $9,243-99.5% | $10,885-99.6% |