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 | $154,793 | $150,440+2.9% | $136,294+13.6% | $147,584+4.9% |
| Participation rate | 94.1% | 84.4%+9.7pp | 81.9%+12.2pp | 82.8%+11.3pp |
| Annual return | 20.21% | 1049.08%-1028.9pp | 5155.94%-5135.7pp | 578.55%-558.3pp |
| Employer contribution / active EE | $3,304 | $5,256-37.1% | $4,695-29.6% | $4,876-32.2% |
| Participant deferral / active EE | $8,504 | $6,630+28.3% | $6,247+36.1% | $5,439+56.4% |
| Admin fee / account holder | $251 | $10,905-97.7% | $9,243-97.3% | $10,885-97.7% |