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 | $51,718 | $150,440-65.6% | $136,294-62.1% | $147,584-65.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 27.18% | 1049.08%-1021.9pp | 5155.94%-5128.8pp | 578.55%-551.4pp |
| Employer contribution / active EE | $5,429 | $5,256+3.3% | $4,695+15.6% | $4,876+11.3% |
| Participant deferral / active EE | $16,199 | $6,630+144.3% | $6,247+159.3% | $5,439+197.8% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |