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 | $29,651 | $150,440-80.3% | $136,294-78.2% | $147,584-79.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 22.39% | 1049.08%-1026.7pp | 5155.94%-5133.5pp | 578.55%-556.2pp |
| Employer contribution / active EE | $2,676 | $5,256-49.1% | $4,695-43.0% | $4,876-45.1% |
| Participant deferral / active EE | $5,817 | $6,630-12.3% | $6,247-6.9% | $5,439+7.0% |
| Admin fee / account holder | $28 | $10,905-99.7% | $9,243-99.7% | $10,885-99.7% |