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 | $34,668 | $171,865-79.8% | $149,718-76.8% | $147,584-76.5% |
| Participation rate | 78.9% | 88.2%-9.2pp | 87.1%-8.1pp | 82.8%-3.9pp |
| Annual return | 20.84% | 2113.22%-2092.4pp | 1501.63%-1480.8pp | 578.55%-557.7pp |
| Employer contribution / active EE | $2,660 | $6,275-57.6% | $5,445-51.1% | $4,876-45.5% |
| Participant deferral / active EE | $5,922 | $7,271-18.5% | $6,569-9.8% | $5,439+8.9% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |