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 | $29,443 | $150,440-80.4% | $136,294-78.4% | $147,584-80.0% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 17.24% | 1049.08%-1031.8pp | 5155.94%-5138.7pp | 578.55%-561.3pp |
| Employer contribution / active EE | $2,795 | $5,256-46.8% | $4,695-40.5% | $4,876-42.7% |
| Participant deferral / active EE | $6,301 | $6,630-5.0% | $6,247+0.9% | $5,439+15.9% |
| Admin fee / account holder | $24 | $10,905-99.8% | $9,243-99.7% | $10,885-99.8% |