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 | $94,052 | $150,440-37.5% | $136,294-31.0% | $147,584-36.3% |
| Participation rate | 72.2% | 84.4%-12.2pp | 81.9%-9.7pp | 82.8%-10.6pp |
| Annual return | 27.28% | 1049.08%-1021.8pp | 5155.94%-5128.7pp | 578.55%-551.3pp |
| Employer contribution / active EE | $2,366 | $5,256-55.0% | $4,695-49.6% | $4,876-51.5% |
| Participant deferral / active EE | $5,739 | $6,630-13.4% | $6,247-8.1% | $5,439+5.5% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |