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 | $25,500 | $150,440-83.0% | $136,294-81.3% | $147,584-82.7% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 26.46% | 1049.08%-1022.6pp | 5155.94%-5129.5pp | 578.55%-552.1pp |
| Employer contribution / active EE | $3,674 | $5,256-30.1% | $4,695-21.8% | $4,876-24.7% |
| Participant deferral / active EE | $2,569 | $6,630-61.3% | $6,247-58.9% | $5,439-52.8% |
| Admin fee / account holder | $47 | $10,905-99.6% | $9,243-99.5% | $10,885-99.6% |