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 | $100,602 | $150,440-33.1% | $136,294-26.2% | $147,584-31.8% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 21.29% | 1049.08%-1027.8pp | 5155.94%-5134.6pp | 578.55%-557.3pp |
| Employer contribution / active EE | $2,351 | $5,256-55.3% | $4,695-49.9% | $4,876-51.8% |
| Participant deferral / active EE | $7,228 | $6,630+9.0% | $6,247+15.7% | $5,439+32.9% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |