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 | $160,698 | $150,440+6.8% | $136,294+17.9% | $147,584+8.9% |
| Participation rate | 95.2% | 84.4%+10.8pp | 81.9%+13.3pp | 82.8%+12.4pp |
| Annual return | 11.61% | 1049.08%-1037.5pp | 5155.94%-5144.3pp | 578.55%-566.9pp |
| Employer contribution / active EE | $2,300 | $5,256-56.2% | $4,695-51.0% | $4,876-52.8% |
| Participant deferral / active EE | $4,785 | $6,630-27.8% | $6,247-23.4% | $5,439-12.0% |
| Admin fee / account holder | -$1,526 | $10,905-114.0% | $9,243-116.5% | $10,885-114.0% |