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 | $47,539 | $150,440-68.4% | $136,294-65.1% | $147,584-67.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.50% | 1049.08%-1033.6pp | 5155.94%-5140.4pp | 578.55%-563.1pp |
| Employer contribution / active EE | $1,859 | $5,256-64.6% | $4,695-60.4% | $4,876-61.9% |
| Participant deferral / active EE | $10,909 | $6,630+64.5% | $6,247+74.6% | $5,439+100.6% |
| Admin fee / account holder | $199 | $10,905-98.2% | $9,243-97.8% | $10,885-98.2% |