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 | $31,507 | $176,662-82.2% | $130,648-75.9% | $152,861-79.4% |
| Participation rate | 70.0% | 79.0%-9.0pp | 71.7%-1.7pp | 82.4%-12.4pp |
| Annual return | 35.92% | 2692.24%-2656.3pp | 1708.96%-1673.0pp | 345.32%-309.4pp |
| Employer contribution / active EE | $1,896 | $5,742-67.0% | $4,092-53.7% | $4,762-60.2% |
| Participant deferral / active EE | $3,295 | $4,361-24.5% | $3,603-8.6% | $5,850-43.7% |
| Admin fee / account holder | $0 | $7,133-100.0% | $5,464-100.0% | $11,596-100.0% |