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 | $51,308 | $169,032-69.6% | $129,207-60.3% | $145,922-64.8% |
| Participation rate | 88.9% | 76.4%+12.4pp | 69.6%+19.3pp | 80.3%+8.6pp |
| Annual return | 19.24% | 14330.11%-14310.9pp | 9417.33%-9398.1pp | 561.29%-542.1pp |
| Employer contribution / active EE | $5,511 | $5,537-0.5% | $4,153+32.7% | $4,660+18.3% |
| Participant deferral / active EE | $6,720 | $4,987+34.7% | $4,168+61.2% | $6,688+0.5% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,715-100.0% | $13,397-100.0% |