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 | $54,600 | $185,200-70.5% | $142,863-61.8% | $167,490-67.4% |
| Participation rate | 76.9% | 78.4%-1.5pp | 71.9%+5.0pp | 82.1%-5.2pp |
| Annual return | 15.42% | 8555.70%-8540.3pp | 5637.54%-5622.1pp | 478.56%-463.1pp |
| Employer contribution / active EE | $3,012 | $5,604-46.3% | $4,144-27.3% | $4,837-37.7% |
| Participant deferral / active EE | $4,406 | $4,494-2.0% | $3,837+14.8% | $6,341-30.5% |
| Admin fee / account holder | $2 | $8,031-100.0% | $6,560-100.0% | $12,309-100.0% |