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 | $36,029 | $176,662-79.6% | $130,648-72.4% | $152,861-76.4% |
| Participation rate | 83.3% | 79.0%+4.4pp | 71.7%+11.6pp | 82.4%+0.9pp |
| Annual return | 23.02% | 2692.24%-2669.2pp | 1708.96%-1685.9pp | 345.32%-322.3pp |
| Employer contribution / active EE | $2,786 | $5,742-51.5% | $4,092-31.9% | $4,762-41.5% |
| Participant deferral / active EE | $4,015 | $4,361-7.9% | $3,603+11.5% | $5,850-31.4% |
| Admin fee / account holder | $99 | $7,133-98.6% | $5,464-98.2% | $11,596-99.2% |