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 | $163,993 | $150,440+9.0% | $136,294+20.3% | $147,584+11.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.30% | 1049.08%-1029.8pp | 5155.94%-5136.6pp | 578.55%-559.3pp |
| Employer contribution / active EE | $4,525 | $5,256-13.9% | $4,695-3.6% | $4,876-7.2% |
| Participant deferral / active EE | $7,078 | $6,630+6.8% | $6,247+13.3% | $5,439+30.1% |
| Admin fee / account holder | $180 | $10,905-98.4% | $9,243-98.1% | $10,885-98.3% |