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 | $93,277 | $150,440-38.0% | $136,294-31.6% | $147,584-36.8% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 24.87% | 1049.08%-1024.2pp | 5155.94%-5131.1pp | 578.55%-553.7pp |
| Employer contribution / active EE | $10,588 | $5,256+101.4% | $4,695+125.5% | $4,876+117.1% |
| Participant deferral / active EE | $7,991 | $6,630+20.5% | $6,247+27.9% | $5,439+46.9% |
| Admin fee / account holder | $59 | $10,905-99.5% | $9,243-99.4% | $10,885-99.5% |