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 | $78,837 | $150,440-47.6% | $136,294-42.2% | $147,584-46.6% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 11.96% | 1049.08%-1037.1pp | 5155.94%-5144.0pp | 578.55%-566.6pp |
| Employer contribution / active EE | $4,717 | $5,256-10.3% | $4,695+0.5% | $4,876-3.3% |
| Participant deferral / active EE | $8,214 | $6,630+23.9% | $6,247+31.5% | $5,439+51.0% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |