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 | $80,356 | $150,440-46.6% | $136,294-41.0% | $147,584-45.6% |
| Participation rate | 81.0% | 84.4%-3.5pp | 81.9%-1.0pp | 82.8%-1.9pp |
| Annual return | 16.76% | 1049.08%-1032.3pp | 5155.94%-5139.2pp | 578.55%-561.8pp |
| Employer contribution / active EE | $2,427 | $5,256-53.8% | $4,695-48.3% | $4,876-50.2% |
| Participant deferral / active EE | $4,017 | $6,630-39.4% | $6,247-35.7% | $5,439-26.1% |
| Admin fee / account holder | $261 | $10,905-97.6% | $9,243-97.2% | $10,885-97.6% |