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 | $36,576 | $150,440-75.7% | $136,294-73.2% | $147,584-75.2% |
| Participation rate | 81.8% | 84.4%-2.6pp | 81.9%-0.1pp | 82.8%-1.0pp |
| Annual return | 10.84% | 1049.08%-1038.2pp | 5155.94%-5145.1pp | 578.55%-567.7pp |
| Employer contribution / active EE | $1,612 | $5,256-69.3% | $4,695-65.7% | $4,876-66.9% |
| Participant deferral / active EE | $3,730 | $6,630-43.7% | $6,247-40.3% | $5,439-31.4% |
| Admin fee / account holder | $189 | $10,905-98.3% | $9,243-98.0% | $10,885-98.3% |