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 | $59,426 | $150,440-60.5% | $136,294-56.4% | $147,584-59.7% |
| Participation rate | 76.2% | 84.4%-8.2pp | 81.9%-5.7pp | 82.8%-6.6pp |
| Annual return | 14.69% | 1049.08%-1034.4pp | 5155.94%-5141.2pp | 578.55%-563.9pp |
| Employer contribution / active EE | $1,326 | $5,256-74.8% | $4,695-71.8% | $4,876-72.8% |
| Participant deferral / active EE | $2,327 | $6,630-64.9% | $6,247-62.7% | $5,439-57.2% |
| Admin fee / account holder | $5 | $10,905-100.0% | $9,243-99.9% | $10,885-100.0% |