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 | $101,994 | $180,749-43.6% | $160,784-36.6% | $137,256-25.7% |
| Participation rate | 71.4% | 80.0%-8.5pp | 77.0%-5.5pp | 80.0%-8.5pp |
| Annual return | 15.73% | 2234.46%-2218.7pp | 1803.92%-1788.2pp | 220.34%-204.6pp |
| Employer contribution / active EE | $2,908 | $4,155-30.0% | $3,733-22.1% | $4,156-30.0% |
| Participant deferral / active EE | $5,240 | $6,844-23.4% | $6,293-16.7% | $6,407-18.2% |
| Admin fee / account holder | $20 | $10,397-99.8% | $9,717-99.8% | $12,270-99.8% |