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 | $68,612 | $150,440-54.4% | $136,294-49.7% | $147,584-53.5% |
| Participation rate | 73.9% | 84.4%-10.5pp | 81.9%-8.0pp | 82.8%-8.9pp |
| Annual return | 16.90% | 1049.08%-1032.2pp | 5155.94%-5139.0pp | 578.55%-561.7pp |
| Employer contribution / active EE | $2,805 | $5,256-46.6% | $4,695-40.3% | $4,876-42.5% |
| Participant deferral / active EE | $7,792 | $6,630+17.5% | $6,247+24.7% | $5,439+43.3% |
| Admin fee / account holder | $28 | $10,905-99.7% | $9,243-99.7% | $10,885-99.7% |