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 | $59,425 | $150,440-60.5% | $136,294-56.4% | $147,584-59.7% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 15.94% | 1049.08%-1033.1pp | 5155.94%-5140.0pp | 578.55%-562.6pp |
| Employer contribution / active EE | $16,976 | $5,256+223.0% | $4,695+261.5% | $4,876+248.1% |
| Participant deferral / active EE | $9,706 | $6,630+46.4% | $6,247+55.4% | $5,439+78.5% |
| Admin fee / account holder | $7 | $10,905-99.9% | $9,243-99.9% | $10,885-99.9% |